0754936329

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

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 I had approximately 15 years left of my working life and I had a defunct Self Managed Super fund, I needed help in seeing how the future was going to work for me financially and how I could look after myself into and through retirment. David gave me some options and made it clear on how I would get to where I needed to be. He also helped me see that I was in a much better position if I followed a better designed path. The costs were manageable so I wasn’t put off. Thanks for all your help along the way David

Lisa Smart

David has been an absolute asset for us in terms of managing our finances. We went from being in a fair amount of debt to paying off those debts and advancing ourselves with savings. It’s been really great for peace of mind and we are well on our way to our first investment properly. I only wish we had found him sooner!

Lauren & Kerim

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

We found David Loughnan to provide an extremely valuable advice, a professional plan and a supportive environment.David made us feel very at ease in his pace to share and work through our needs. He took time to explain the possibilities available to us and ensured we understood the spectrum of his services.We found him dynamic, real, up front and a man of integrity. That is why we are very comfortable with our decision to work with Elements Financial Planning and are confident that our finances are very good hands.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

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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  he has also initiated many call 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 turned our finances and lives around.

Thank you Harry & Sandra

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

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 who was refereed 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. I feel confident that the Insurance he has recommended, he has done so for my own benefit rather than his own financial reward.Whilst I hope that you never have to call him when in a crisis, like I did. But if you do, David is the man.

Jim

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