Get a FREE 30 minute consultation with David
Financial Advice Helping You With Your
Lifestyle
Living the lifestyle you want starts with solid finances. At LOC Wealth, we're here for everyday Aussies, making money matters clear and easy. Whether it's owning your home, travelling, or starting a business, our advice and services are tailored to help you get there. We're about practical steps to make your dreams a reality and putting you in charge of your lifestyle.
Opportunities
Life is brimming with opportunities waiting to be taken, and we're here to equip you for them. Our range of services, from savvy investments and tax strategies to lending and retirement plans, sets you up to maximize those opportunities. By fine-tuning your financial resources, we ensure you're ready to seize any opportunity that comes your way.
Choices
Having choices is a true measure of wealth. With LOC Wealth, you'll have the freedom to make decisions that align with your goals. Whether you're planning your future or living for today, we provide tailored solutions that broaden your financial choices.
About Us
At LOC Wealth, we believe in the power of financial freedom to create Lifestyle, Opportunity and Choice for our clients. We understand how navigating finances can feel like a maze, especially when it comes to the puzzle of superannuation & Insurance, retirement plans, mounting debts, and even navigating lending options. It’s a common concern—many Aussies worry they won’t have enough saved up for retirement or be able to live the lifestyle they want. Our focus is smoothing out these financial wrinkles, so you can enjoy life and feel comfortable knowing your future is secure. From optimising your superannuation to securing the right insurance, managing cash flow, crafting solid retirement plans, and assisting in smart lending decisions, we’re here to simplify these complexities. Let’s work together to build a stronger, more certain financial future.
Our Six Step Process
LOC’s six-step process is your roadmap to a comprehensive financial plan that’s crystal clear and tailored just for you. We’re all about leaving no money matter unexplored—because we believe everyone deserves a solid, no-surprises financial plan. It’s not just a routine for us; it’s our commitment to you. We dive deep into every aspect of your finances, making sure you get a plan that’s transparent and easy to follow. We’re all about keeping it real and clear, building a relationship based on trust and honesty.Â
Step 1: The Initial Conversation
The initial conversation in the advice process is an opportunity for client to…
Step 2: The Fact Find
At LOC Wealth, we kick off our financial planning journey with a friendly and detailed chat, either face-to-face or through a video call…..
Step 3: Formulate The Plan
Okay, now for the planning part. We’re taking what we learned from our chat and turning it into a practical plan that suits you.
Step 4: Present The Plan
Time to share the game plan with you! We’ve put in the hours, done the research, and now it’s time for the big reveal…..
Step 5: Implement The Plan
Time to roll up our sleeves and put the plan into action! We’re moving from talk to action in the implementation stage.
Step 6: Ongoing Monitoring & Management
Alright, we’re in it for the long haul! This last stage is all about keeping a watchful eye on things
Review Your Superannuation
With Us Today
What We Do
Lorem ipsum dolor sit amet consectetur adipiscing, elit imperdiet tempor venenatis. Taciti volutpat.
What we say our customers
Our Testimonials
Recognition & Awards
