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Loftus Wealth’s 5 Step Stairway to Success


1. Understand

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2. Design

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3. Consultation

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4. Implementation

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5. Review

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Our 5 Step Stairway to Success approach helps us give YOU the best available
strategies tailored to your personal situation as well as your goals and dreams... find out more here

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The aim of marketing is to know and understand the customer so well the product or service fits them perfectly and sells itself.

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  • Wealth Creation & Management

    Wealth Creation & Management

  • Home Loans & Finance

    Home Loans & Finance

  • Property Investments

    Property Investments

  • Financial Planning & Advisory

    Financial Planning & Advisory

  • SMSF

    SMSF

  • Acccounting

    Acccounting

Wealth Creation & Management

Wealth Creation & Management

We will help you implement strategies, to create wealth, and get the... [More]

Home Loans & Finance

Home Loans & Finance

Sit down with one of our finance experts before deciding on a home loan... [More]

Property Investments

Property Investments

When it comes to asset classes in Australia, residential property is one of... [More]

Financial Planning & Advisory

Financial Planning & Advisory

By taking a holistic approach and analysing your situation as whole, we are able... [More]

SMSF

SMSF

By creating a Self Managed Super Fund (SMSF), you can reap several... [More]

Acccounting

Acccounting

Our Accounting team will determine the most efficient tax strategies for your goals... [More]

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Client Reviews

  • Loftus Wealth have been amazing in guiding us
    and preparing our family for financial security.
    Karly and Shane
  • Loftus Wealth have supported us with the purchase of an investment property, refinancing and the purchase of our new home. All stages were handled with professionalism and constant communication. Nothing was too much trouble. We have recommended this company to many friends and family and will continue to do so.
    Karen & Wayne
  • As a family that looks to the future in being financial in retirement, Loftus Wealth is exceptional in providing this service. Looking for direction and confirming that we are setting ourselves up in the best possible way to attain this goal, our minds were put at ease with the advise and support from Loftus Wealth. We would highly recommend Loftus Wealth to look after your financial future.
    Natalie and Jayson
  • I cannot thank Loftus Wealth enough. They have been wonderful and so helpful through our investment and set up of our SMSF. They are professional and very supportive throughout the whole process. I am looking forward to working with them in the future. I highly recommend the team at Loftus Wealth.
    Michelle & Steve
  • Since working with Loftus Wealth, they have met and surpassed our expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just our financial goals are well understood but also our comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within our portfolio.
    Andrew & Rita
    Sydney
  • We are so grateful and thankful for all the help and guidance Loftus Wealth provided us in the past 6 months. They have not missed a beat, always new exactly what to do and progressed everything without any delays whatsoever. Team's professionalism in everything they did for us is outstanding. Customer service is impeccable.

    I am looking forward to working with them again in the near future and will not hesitate to recommend their services to anyone who are willing to listen.
    Natalia
    Sydney
  • We would recommend anyone looking to secure their financial future, due to Loftus Wealth playing an integral role in building our personal financial well-being.

    Loftus Wealth has always been available to answer questions and do the legwork and research to make sure that our investments and our life insurance are on track with our needs, and that we have an understanding of where our finances are headed.

    Loftus Wealth is an advising company we can trust to make wise recommendations based on wherever we are at in our savings goals, and they take the time to explain transactions in layman’s terms.
    Andrew & Rita
    Sydney
  • I can't thank the team at Loftus Wealth enough for their support and patience through our investment build and the set up of our self managed super fund. Right from the first meeting we felt we were in great hands. We were kept informed at every stage and no question was considered stupid.

    The team at Loftus Wealth is both knowledgeable and professional. The on-going support is invaluable and gives a great sense of security as making future financial decisions can be quite daunting. I would be happy to recommend them to anyone.
    Tracy & Dave
    Sydney
  • Both Rita and myself want to create a comfortable retirement, as well as creating a current investment portfolio and ultimately being in the position to help our children when it comes time for them to have to make financial decisions, we will immediately be recommending to them that they see the wonderful team at Loftus Wealth, so that we know they will be in good hands leaving us worry free.
    Andrew & Rita
    Sydney
  • Extremely professional, direct and straight to the point, if you want to make money these guys know their stuff! I never review anyone online but I would recommend the team to friends, family or clients any day of the week.
    Alex
    Sydney

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