Loc Wealth

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About Us

Welcome! G’day, I’m Dave, the guy behind LOC Wealth, and I’m here to simplify the whole finance game for Aussies like you. With a solid decade in the financial scene, I’ve picked up some tricks to steer you toward that sweet spot called financial freedom.

Back in 2018, I kicked off my financial planning journey with a Bachelor of Commerce, majoring in financial planning at Deakin University, where I eventually graduated with Distinction. Fast forward a bit, and now I’ve got two years of hands-on financial planning experience.

Money’s not just about numbers; it’s the Aussie way of living, the ticket to opportunities, and the foundation for making choices that shape your world.

I get it – everyone’s financial situation is different. That’s why I take a straightforward approach, not just to boost your bank balance but to set you up for a future where you’re calling the shots.

So, let’s team up and start this financial journey together! Whether you’re keen on securing that nest egg, daydreaming about a cruisy retirement, or just curious about the world of investing, I’m here to help you turn those financial dreams into reality.

Let’s make money a tool for creating the lifestyle, opportunities, and choices you deserve.

Having a financial partner on your team

No matter the situation, we will always be one phone call away to help you, advise you and guide you to achieving your dreams. If we don’t have the solution, we will help find someone who does. We are focused on forging a long-term partnership where we will always have your back.

Understanding Your Entire Financial World

Understanding every nook and cranny of your financial world arms you with the knowledge to make savvy decisions, tackle hurdles with confidence, and seize opportunities. It’s the key to locking in financial security and bringing your dream lifestyle and choices to life. Let’s transform those financial aspirations into a reality, giving you the freedom to shape your journey.

Secure a realistic roadmap to achieve your aspirations.

Securing a realistic roadmap to achieve your aspirations ensures that your goals are within reach, fostering a sense of confidence and control over your financial future.

Making changes when needed

We want to work with you for the long-term and be there to make adjustments as needed throughout life’s events. We know the world changes and so do your priorities and as they do, you’ll have someone helping you steer the ship to keep on track