Our qualified team have the knowledge and experience you need.

Conlan Wealth Reviews

The management of finances and income in retirement can be a confusing, complicated and time consuming business. Andrew has diligently and carefully guided us through this mine-field of decisions and necessary constant paperwork Andrew's broad knowledge and skills along with Sheree's attention to detail and calm manner make them a formidable team. They make Conlan Wealth our choice of financial planners for a happy no stress retirement.

Gowan & Judy
  • Geelong

We were at a point where we weren’t sure how to diversify our funds to get the best returns. Andrew assisted us and suggested other avenues and has shown us a different way to look at our own investments. Incredible knowledge, we trust Andrew 100%.

Paul & Grace
  • Queenscliff

Andrew really put things into perspective and helped us understand the importance of structure in our retirement. We were especially pleased with Andrew’s attention to detail in complex matters, which put us at ease and on the right track.

Bruce & Jane
  • Geelong

What a team at Conlan Wealth. We are more than happy to have Andrew in control of our Investment Portfolio, keeping it relevant with the changing financial movements and Sheree keeping us up to date with the required paperwork.

Lois & Wayne
  • Geelong