Money impacts much of our lives
Relationships, where and how we live, travel and even how well we sleep at night.
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.
