Testimonials

 

Jason and Di 2We 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

 

bruceFinancial 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

 

 

JimI 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

 

Meriel TestAs 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

 

 

SimonBefore 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

 

 

 

Harry and SandraI 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 occasion s  he has also initated 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 definely turned our finances and lives around.

Thank you Harry & Sandra