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How we build your wealth strategy using The Shield System

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

Protection Shield

Value for money protection that doesn’t affect your cash flow and protects your family from the unforeen

Investment Accelerator

Accumulate assets to replace your income, Minimize risks and maximize returns with the right strategies

Retirement Formula

How much money do you need to retire and how can you make it last longer than you do

Case Study

Bruce & Tammy past 12 months results using the Shield System

$42,840
More money in Super
$10,364
Saved in Tax
$43,156
Reduced the home loan by
$96,360
Total Combined Result

Growth Success Stories

Building wealth the right way with The Shield System

Bruce - Small Business Ower
Bruce - Small Business Ower

Learn How Bruce improved his financial Position by $96,360 using the shield system over the last 12 months!

Download Case Study

Jason & Di - FIFO worker and Health Care Worker
Jason & Di - FIFO worker and Health Care Worker

Have a clear plan that they are able to work towards together, changing both of their lives completely!

Download Case Study

Pam - Retired Nurse
Pam - Retired Nurse

Learn How Pam has has accumulated over 7 million in investments and assets while working 50 years as a nurse!

Download Case Study

THe Shield System

Making Your Money Work Harder For You


From the Blog

Mar 21,2017

How to start accumulating assets to replace your income

Replacing your income – it may seem a long way of right now or even impossible, however with smart planning,

Feb 17,2017

Wealth Portal: The best tool to track your cashflow and wealth

Wealth Portal: The best tool to track your cashflow and wealth While it’s never too late to start tracking your

Jan 25,2017

The 8-step formula that improves your financial results- David Loughnan

Hi, I’m David from Elements Financial Planning. Chances are, if you’re listening to me right now, you’re interested in increasing

Jul 16,2016

Are you Taking Too Much or Not Enough Risk?

Most of us have plans for our retirement money. It may be to take a dream holiday; Move to the

Jul 16,2016

How to Get in Control of Your Super

Super is one of the most tax effective investments that can help you secure your retirement plans and increase your

Jul 16,2016

The one line I’ve heard too many times in recent weeks…

More and more these days, my clients are expressing their concern about just how volatile current investments are. Here’s a

Great Clients We Work With

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

1

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

2

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

3
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