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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Loftus Wealth

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Australia
Sydney, NSW
Loftus Wealth

Helping everyday Australians create wealth through property investing… At Loftus Wealth we provide our clients with proven strategies to build their wealth.

We provide them with their own personal strategist who heads up a team of experts to put together the most effective strategies. By utilizing all the experts on our team, we are able to create a strategic plan specifically based around our client’s current financial situation and future goals & dreams. Once the strategy is generated, then our clients are presented and explained how each and every

step work. They are given our recommendations specific to their situation. Even though we will make the implementation of it as seamless as possible, we will explain and guide our clients through each and every step. After the strategy is implemented, we will continuously monitor make sure our clients are on track, and if little tweaks needed, we will make the changes to ensure success. Our 5 Step Stairway to Success approach covers your journey to financially secure life from start to finish.

1. Understand
No obligation meeting where we help you discover your financial goals & needs. Where we help you discover what is working in your financial life, what is not working, what can be improved.

2. Design
Team of experts in each financial field looks at your financial situation, your goals and aspirations. From there with available resources we tailor strategies for you to maximise the return on your finances.

3. Consultation
Your personal strategy session with members of our team where we present our findings on your financial situation, we will explain in detail the available strategies and the action plan to help you achieve what you want with your finances.

4. Implementation
At this step we assist you execute the financial strategies laid down in front of you. Via different experts in each field, we make implementation of the plans seamless, and help you managing the whole process.

5. Review
After care of implemented strategies, where we monitor to ensure you are on track to achieve your goals, if there are any changes in your circumstances and or if plan needs tweaking due to new developments in your life, we will alter the strategies so you are on track.

27/03/2025

Great night at our first seminar of the year at Wallacia Hotel, thanks to all who attended. Looking forward to announcing our next one soon.

08/01/2023

2023 has well and truly started with most people back at work and into the swing of things. We all know the saying "Nothing changes, if nothing changes." so let's make sure we start the year ready with our goals and plans for the year ahead.

31/12/2022

Happy New Year!!! Wishing you all an incredible year ahead.

24/12/2022

04/12/2022

Motivational Monday 👊 🌟 🎯

01/12/2022

🧠 🧠 🧠

Do you agree? 🤔

28/11/2022

Have you ever wondered why some people are able to make so much money through property?

Here are our top 5 ways;

1. These people get money working hard for them by maximising their financial structures…

2. They consolidate all debt and implement strategies to release cash flow and reduce bad debt quickly…

3. They invest additional cash flow to purchase tax-effective investments…

4. They utilise the equity in these investments to purchase more investments…

5. And lastly, they achieve financial freedom by having the right people do it for them!!

If you'd like to know how we can implement these same strategies for you, contact us today via the contact button above 🔝

01/11/2022

Hmmm 🤔 interesting?! Big or small, do you know how much money you spend weekly? It all adds up!!

There are many useful apps and tools which can help. Check out the budgeting and savings calculators we have on our site, and if you need further assistance, or would like to book a strategy session send our team a DM or comment below ⤵️

30/10/2022

Motivational Monday 👊 🎯 🌟

26/10/2022

What will your legacy be?

What do you plan to leave for future generations? We'd love to know…

24/10/2022

When things take a turn for the worse, preparedness can be the difference between surviving, or not!

Better to be proactive instead of reactive…

26/09/2022

Why Refinance?👇️

With Interest Rates on the rise, it's time to shop around…

✅ You can save $$$ per year allowing you to make extra repayments and own your home sooner

✅ Consolidate all your debts (credit cards, personal loans or car loans) into one debt making it simpler to manage your finances and giving you extra cash flow during these times

✅ Access the equity in your home, to purchase an investment property or renovate your existing home

By reviewing your existing home loan and ensuring it meets your current financial needs, it will help you stay on track with your financial goals.

There are many more things to consider when comparing loans and we understand it can be confusing and a big decision to make.

Our finance specialists have knowledge across many loans and products and are here to help and support you in making a confident decision.

Address

St Martins Tower/Level 9, Suite 904, 31 Market Street
Sydney, NSW
2000

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.loftuswealth.com.au/

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