About
Conlan Wealth is a financial planning firm based in Queenscliff, offering practical guidance for individuals and families looking to make the most of their finances. With more than 30 years of experience, their team helps clients navigate everything from superannuation strategies to investment planning, always with a focus on clear advice that fits each person’s unique circumstances.
Whether you’re sorting out your retirement plans, building your wealth, or just wanting to feel more secure about your financial future, Conlan Wealth brings a local touch and a deep understanding of the industry. It’s the kind of place where you can sit down, talk things through, and walk away with a plan that actually makes sense for your life.
What Conlan Wealth offers
- Financial planning and advice
- Superannuation planning and strategies
- Self-managed super fund (SMSF) support
- Investment management
- Retirement income planning
- Insurance solutions through preferred partners
- Wealth accumulation advice
Why choose them
- Located in central Queenscliff, VIC
- Over 30 years of industry experience
- Personalised, client-focused approach
- Assistance with Centrelink and tax-effective strategies
- Locally trusted with positive client reviews
- Authorised representatives of Fortnum Private Wealth
Contact
- Phone
- 03 5234 5045
- Address
- Unit 1/6 Wharf St E, Queenscliff VIC 3225
- Website
- conlanwealth.com.au
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