Money impacts much of our lives
Relationships, where and how we live, travel and even how well we sleep at night.
I'm now into my second year with Dave and the Elements team, and the advice has been well prepared with time taken to step me through everything. Most importantly the returns have far exceeded my expectations.
Chris P.
Dave and his team at Elements Financial have gotten me back on track with my super and financially. Feeling at ease now as Dave has created a path and goal. Thanks team!
David P.
Dave has been amazing for our financial planning. We have had a growth of over 16% in super this year, I feel very safe and secure with him looking after our financial future. Highly recommend
Cathy S.
We have been working with Elements Financial Planning for almost three years and it has been a very positive experience. From the initial discussions on our current position and goal setting through to strategy implementation and ongoing reviews, David and his team have been extremely professional and approachable at every stage and together we have achieved exceptional results and are well on track to achieving our financial goals. Highly recommend Elements Financial Planning for financial planning services.
SK
I’ve been working with Dave for a few years now and he has delivered beyond expectations. He is extremely knowledgeable in his industry, he genuinely cares and is very reliable. I have recommended Dave to many of my friends.
Scott W.
We have been using Elements Financial Planning for about 3 years now and have found them very professional, helpful and friendly. The guys are always willing to explain things to us to ensure we understand our investment strategy fully. We have complete faith in Dave and the team on getting us to our retirement goals. We highly recommend Elements to anyone looking for financial advise and planning.
Kellie L.
David and his team have helped my wife and I to reach financial security, achieve goals , david mentoring has helped us in many facets of our lives in a positive way.
Jason L.
David Loughnan and his team have consistently provided financial planning support to my wife and I, keeping us focussed on achievable financial goals. We look back over the years and value the guidance, tools provided to support with cashflow management and our regular and ad hoc check in meetings where we all get on the same page.Nothing if ever too much effort and we feel comfort in safe pairs of hands keeping and eye on our various assets while we are busy with work and family. I would strongly recommend their services.
Andre D.
I highly recommend Elements Financial Planning. Great communication, trustworthy and an expert in the field.
shane S.
We started working with Dave about 6 years ago, he has been a tremendous help with our finances. With his help we have saved on our taxes and grown our super accounts to an all time high. We would highly recommend Dave at Elements Financial Planning. We are now on track to having a healthy retirement fund.
Eric C.
David and the team at Elements have been absolutely phenomenal to work with, and their expertise and attention to detail has helped my family have great piece of mind and security.
Daniel P.
Highly professional service and excellent advice. Cannot recommend Dave and the team highly enough.
Ben P.
Hi Guys I have been working with Elements Financial Planning for many years now and I have been blown away by their personal and professional attitude towards our future I would totally recommend them for any plans for future financial investment opportunities. Bruce
Bruce M.
David was extremely thorough understanding our circumstances, future goals and needs. I have no hesitation recommending David and his team.
Neil T.
David and his team at Elements Financial Planning got me back on path with not only my super, but by also considering my other commitments such as mortgage and everyday living. I now know that I’ll retire comfortably in a couple of years thanks to their help. His choices and guidance have consistently outperformed regular super funds and I would be very confident in recommending his services.
Robert L.
Huge thank you to the Team for helping me setting up my personal Insurances. Every interaction I had with the Team and David has been very smooth, and there is no need to follow up as they are so proactive.High recommend Elements Financial Planning to anyone that needs financial advice.
Annick Fook S.
Professional, Dedicated and invested professionals, invested in you as a client and your future security and welfare. Approachable team willing to go the extra mile. Highly recommended.Always felt safe and secure with Elements looking after me and my family from today and into the future.
Richard H.
David & the team at Elements are a pleasure to work with. They provide sounds & realistic advice, guiding us to a secure financial future. It’s been great working with them for the last 5yrs.
Matthew H.
David and his team at “Elements Financial Planning” are very professional, helpful and patient. They looked at all aspects of our lifestyle and cash flows and have now discussed and implemented goals to develop a financial strategy best for us. We now have peace of mind knowing that our property investments, shares portfolios & superannuation fund investments are being managed by experts in their field. Would highly recommend.
Scott R.
Elements Financial Planning has been our advisors for some years .. David has personally sat with us to start our portfolio and options for our super ., trust his advice and actions thoroughly ., his advice has grown our portfolio to secure our futurePhil & Tracey
Phillip S.
Very professional and efficient. David and his team have provided us with excellent advice and ongoing support. Highly recommended.
Scott H.
Friendly, helpful and informative business to deal with
Bronwen T.
David and his team have been instrumentel in setting us up for our retirement.I would recommend David and his team to anyone.
shaun P.
David and his team are exceptional at what they do. We have been very happy with there approach and ideas. We can’t recommend highly enough.
Julie-Anne D.
Have been dealing with David for many many years now and my husband and I love the service we receive from Elements. Dave is friendly, approachable and very knowledgeable, we would recommend his business 100%
Leanne I.
David and his team are very thorough, transparent, and I have enjoyed working through my financial situation with them. They have innovative ideas and back them up with clear case studies and examples. I would highly recommend.
Kade M.
I've been with Dave and Elements FP for over 5 years now and he's been great. I intially needed some guidance on how to protect my income (which was increasing substantially at the time) but eventually handed control of my investment portfolio to him to manage which has turned out to be a great decision. I was previously experiencing some pretty significant increases and decreses in the value of my portfolio but under Dave it's just been a steady increase in value year on year. Pretty confident now I will be able to maintain a really good lifestyle when I retire. They don't just take on anyone as a client and if you are a client, they will get to know you pretty well.
Jason Then (.
David has been instrumental in helping my wife and I achieve great financial outcomes. We would not hesitate to recommend David and his services to anyone looking for sound financial advice.
Colin M.
My wife and I have been working with David at Elements Financial Planning for a year now and have been really impressed with the professional attitude that not only David, but his entire team, bring to managing our financial future. In such a short time I have seen growth in our portfolio and David's advice has been spot on and allowed us to simplify multiple parts of our finances and stick to a forward moving strategy.I would not hesitate in recommending Elements as an organisation to consider if you are at the time of your life that requires some expertise around some important financial decisions.
Glen G.
David and the team at Elements have been instrumental in helping me achieve financial success.Clear plans, great advice and a friendly family orientated approach to business is why I choose them and continue to choose them.
Ben P.
I have been working with David and the team at Elements Financial for just over 3 years. Have found them to be very accomodating and understanding of my situation and they have gone beyond and above expectations to assist with my financial plan as I move towards retirement.Thank you and keep up the great work.Craig
Craig B.
These guys are AWESOME. They helped us recover a heap of money from stuff up our previous "advisers" had made, then tidied up our finances and insurance. We have been with them for years, nothing but professional service and support. We have a clear retirement plan and are confident in our strategy to live that retirement without any financial stress. We now have a peace of mind regarding the future, which is very freeing.
Aaron H.
David and his team have helped us plan out our financial future and get our budget dialed in. I have recommended David to many friends, which is why I am more than happy to leave a public review. We have not hesitation in recommending David to anyone that wants to get control of their financial future.
Craig S.
We have been with Elements Financial Planning for a long time now and I must admit initially I was skeptical however David has year on year shared with us what I need to do with my business and together with our Super and investment strategies, the wealth is growing on track nicely. We originally discussed retiring early (not being 70 or 80 before we were able to travel and enjoy all the hard work) and we are on track for much earlier than that. From deciding to buy and sell investment properties to creating other investment portfolios, he has guided us right all the way. I would definitely recommend the team to help secure your future financial needs.
Michelle O.
I'm delighted to leave a glowing review for David at Elements Financial Planning. His expert advice has been incredibly beneficial, giving me a strong sense of confidence in my financial future. I wholeheartedly recommend his services to anyone seeking reliable and effective financial guidance.
Clinton O.
We have just finished our 2nd annual review with David Loughnan. It feels so good knowing our financial future is all mapped out and we don't have to worry about money in our retirement. Thanks to you and your team Dave for keeping us on track and giving us the confidence to feel like we are in control of our finances and have a solid plan in place for future wealth accumulation. Mandy
Dave M.
Well another financial year has pasted and I've just completed my 7th financial review with David Loughnan. Once again my financial gains have exceeded my expectations and are outstanding. 7 Years ago I thought like most, I had a detailed budget and plan for retirement. Well that plan of mine was just a thought and no real plan at all. Making contact with David has been one of the best calls of my life. It didn't take long to have 100% trust in David and his team at Elements Financial Planning. With David's advice, direction and projection I'm years ahead in paying off a large mortgage and my retirement fund is one I never thought I could achieve. Thanks David and team at EFP. Life is good with EFP on your side.
Barry G.
hi all I would highly recommend Elements financial planning David and his team have helped me enormously over the years building my portfolio up 35%in three years whislt there have been ups and downs David and Jason have always advised me of the outcome and I truly feel comfortable with their advice I cannot recommend them highly enough cheers to allSteve Dwyer
Steven D.
We were recommended to David and his team a few months ago and he has laid a plan down for us that will se us retired a lot sooner than expected his team are great also always keeping us in the loop Dave also saved us heaps in tax he knows his stuff seriously if you haven’t got a solid plan get in contact best thing we have doneCheers to Dave and his staff
john T.
What to expect
We're really good at the complex stuff
We dive deep into your finances, spotting both gaps and opportunities. By collaborating with your accountants and lawyers, we your wealth, ensuring growth and tax efficiency.
BUILDING SUSTAINABLE WEALTH IS OUR TOP PRIORITY
In the world of building wealth, shortcuts often lead to shortfalls. Our approach is anchored in time-tested strategies and personalised guidance. We believe in building sustainable wealth through careful planning, informed decisions, and a commitment to your long-term goals.
OUR FEES ARE CLEAR
Our fees are fully transparent and quoted upfront. We don’t charge based on financial products or the size of your investments. Instead, fees reflect the intricacy of your situation.
WE HELP YOU TAKE ACTION
While knowing where to put your money is crucial, the true power of a financial planner lies in our ability to hold you accountable, ensuring you not only adhere to the plan but also pivot when necessary to drive your financial progress forward. After all, action is the key to achieving tangible results.
WE’RE IN YOUR CORNER DURING THE CALM AND THE STORM
As life shifts, markets fluctuate, and rules evolve, we’re right there with you, fine-tuning your financial plan and encouraging you every step of the way.
