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Learn the Secrets From Most Successful Financial Planners

Here’s what other clients are saying about what we do at Elements Financial Planning. 

 

We found David to provide extremely valuable advice, a professional plan and a supportive environment. We found him dynamic,real,up front and a man of integrity. David has taken away the anxiety that we had associated with finances, he had put tools in 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 

 

As self-funded retirees my husband always enjoyed handling our finances and he did it well. However his health deteriorated so l handed the task to David of Elements Financial Planning and I am glad I did. He recommended slight adjustments to our portfolio and explained clearly each step to me which he assures me will see me to a ripe old age. 

 

Meriel 

 

Before meeting David we where quite disillusioned and rather unsure about how best to plan for our financial future with both investments and insurance, but after meeting him and having a discussion we are a lot more focused and reassured, thanks David. 

 

Simon & Debbie 

 

I first went to see David Loughnan from Elements Financial Planning on a no fee consultation to have a chat. After talking with David I knew he was the right person to handle our affairs and point us in the right direction. Although I consider ourselves as a small player I have been in contact with him on many occasions and he has also initated many calls to check on us. On things David has put into play for us he has saved us his fees three times over this year alone. We can not recommend David highly enough as he definely turned our finances and lives around. Thank you. 

 

Harry & Sandra 

 

I was previously insured through the guidance of another Financial Planner until I had to make a claim. The claims process with my previous planner was more painful than the injury itself! Since making the change to David Louhgnan who was referred to me through an associate of both of ours, I have had to undertake a number of claims. All of which have been stress free. David found problems with my current insurance setup and has also now insured me properly. 

 

 Jim

This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

Disclaimer 

The support staff and referral partners are not authorised to provide advice under the Aon Hewitt Financial Advice Pty Ltd Australian Financial Services Licenses. 

This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product. 

We value the privacy of personal information and are bound by the Privacy Act 1988 when we collect, use, disclose or handle personal information. We collect personal information to offer, provide, manage and administer the services outlined in this FSG. Please contact your local Aon office or visit our website at www.aon.com.au if you would like a copy of our Privacy Policy or wish to seek access to, or to correct, the personal information we collect or disclose to you. 


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