Compromising four key elements, each serving a specific purpose, The Elements Shield protects you against the unforseen whilst guiding you to a new financial future
Cash Flow Optimizer
Take control over your finances so you can afford the things that matter to you
Value for money protection that doesn’t affect your cash flow and protects your family from the unforeen
Accumulate assets to replace your income, Minimize risks and maximize returns with the right strategies
How much money do you need to retire and how can you make it last longer than you do
Bruce & Tammy past 12 months results using the Shield System
More money in Super
Saved in Tax
Reduced the home loan by
Total Combined Result
David has taken away the anxiety that we had associated with finances, he has put tools into place so that we can take control. David has empowered us on many levels, we always walk away from our appointments feeling up lifted and positive about our direction and our future!
Jason & Di
Financial Friend for Financial Final Years – “It takes a lot for me to trust but after spending time with David Loughnan and his lovely wife we were so happy to finally believe in someone to guide us through to our financial retirement goal.
Great people-great plan now excited about retirement thanks to David.
Bruce & Tammy
David has put into play for us he has saved us his fees three times over this year alone.
We cannot recommend David highly enough as he turned our finances and lives around.
Thank you Harry & Sandra
You Can Stop Looking Now.
Take advantage of the experience of our senior financial planners to help create the right financial planning options for you