0754936329

Financial Planning to Creating comfort, security and peace of mind that financial success brings.

In today’s world of complexity and uncertainty, to many people are struggling with cash-flow, paying too much tax, not saving enough for retirement whilst having way too much debt. Ultimately all of which leads to a society on a never ending treadmill which is way to strong financially exposed Our services are designed in order to provide you with financial security.

 

They will give you a clear understanding along with some simple processes that will enable you to take those important steps to creating your own financial plan. It involves cutting-edge strategies, innovative ideas and best practices that are required for you to improve your financial performance, get the most out of your money, maximise your investment returns, and simply remove the day to day financial stress that comes with life in general. More importantly, I’m going to share the very best of what is working for my clients right now in this world of financial chaos and confusion.

 

GET A FREE 30-MINUTE STRATEGY SESSION

Superannuation

Does anyone ever have enough money in super! Well learn about our custom rapid growth formula that is designed to get your super back on track.

Retirement Planning

It’s simple Plan now – enjoy later.
Learn how to create a retirement income for life!

Investment Planning

Discover an innovative 4 step sequence used by EFP clients that takes advantage of investment opportunities as they arise in such a fast paced global environment.

Minimize Tax

Learn how to structure your finances correctly, minimising your taxes legally whilst building your wealth at the same time. 

cASH fLOW

Learn how to increase your cashflow and reduce wasted spending, so that those quaility family holidays you’ve always dreamed about become reality.

Debt Management

Learn how to save money on fees whilst getting the best interest rates available. Create action plans that pay off debt automatically, removing any worries and instead leaving you with peace of mind.

Insurance protection

“Where would you or your family find the money needed for immediate medical bills, loss of wages, mortgage repayments, day-to-day living costs, or even funeral expenses if you got sick or had an accident tomorrow…?”

Estate Planning

A good estate plan requires the involvement of skilled legal, accounting and financial specialists to ensure that the right assets end up in the right hands at the right time.

finances ON TRACK

In a world of complexity and uncertainty, changes impact on financial plans daily. Therefore it’s important that your financial plan be reviewed at least annually to ensure that your finances continue to work the best for you.

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

1

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

2

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.

Bruce & Tammy

3
How can Elements Financial Planning help you to build and protect your wealth for life?

Here’s my challenge to you

Hit me with your THREE biggest financial problems today and I’ll show you how to solve them!

Consider this a 100% obligation-free strategy call. This is NOT a sales call.

 

GET A FREE 30-MINUTE STRATEGY SESSION