About the company
Elements Financial Planning is a financial advisory practice on the Sunshine Coast. David Loughnan is a financial planner at the firm. Elements Financial Planning provides financial planning for high-income families in their 40s and 50s. The practice helps clients with retirement planning. It assists clients with superannuation management, budgeting, insurance and investment.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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
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.
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.
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.
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
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.
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.
Financial advisers & planners in Sunshine Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Elements Financial Planning (this page) | ★ 5,0 | 41 | No |
| 2 | Jasper Financial | ★ 5,0 | 39 | No |
| 3 | Lachlan Money - Buderim's Financial Adviser | ★ 5,0 | 19 | No |
| 4 | Client Focused Financial Planning | ★ 5,0 | 24 | No |
| 5 | MB Financial Group | ★ 5,0 | 195 | No |