Hi there and welcome David Loughnan here from elements financial planning. Is your financial planner sending you broke. I am not actually talking about any financial planners out there. I am really talking to the people that don’t have a financial planner and there is a majority in Australia that do not seek out financial advice.
Building Wealth to retirement is all about creating the right strategy!
This is critically important. I run into so many people that will come up to me and say David, should I buy an investment property or should I buy some more shares or should I put some more money into super?
Replacing your income – it may seem a long way of right now or even impossible, however with smart planning, it is possible. In fact, I have many clients who sleep a lot easier at night knowing they’re no longer 100 per cent reliant on their income anymore.
Wealth Portal: The best tool to track your cashflow and wealth
While it’s never too late to start tracking your wealth and to work on increasing your financial position year-after-year, the sooner you start, the better. Everyone’s situation is unique but the more time you have to plan ahead, the better
Hi, I’m David from Elements Financial Planning. Chances are, if you’re listening to me right now, you’re interested in increasing your financial literacy and seeing how someone like me, a financial planner, can help you to move ahead and kick some serious financial goals.
Most of us have plans for our retirement money. It may be to take a dream holiday; Move to the seaside, the country, or simply to be able to live comfortably without the fear of having to struggle in order to make ends meet.
Whilst some of us will be lucky enough to achieve such goals, the sad fact is that many of us won’t. The reasons for such poor success rates is simple, and comes down to the fact that most of us do not have the time or skills to be pro-active when it comes to our retirement money.
Super is one of the most tax eﬀective investments that can help you secure your retirement plans and increase your retirement wealth.
When was the last time you sat down to seriously think about your retirement options?
Most people never answer this question until it’s too late.
More and more these days, my clients are expressing their concern about just how volatile current investments are. Here’s a line I’ve heard quite a bit in recent weeks:
“David, I’ve heard about how volatile these investment markets are.
What should I be doing?”