L+V
Every person matters Every dollar counts Loudon & Vaughan

Providing comprehensive financial advice and wealth management services to our clients and their families.

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Advice

How we help our clients

We understand that people have individual needs and objectives, and we help our clients in different ways.

Portfolio management

Ongoing research, management and adjustment of client investment strategies and investment opportunities.

Superannuation

Strategic advice to make the most of this tax-effective environment, and build retirement assets for the long-term.

Retirement Planning

Providing sustainable income, flexibility and freedom throughout retirement.

Estate planning

Strategies to ensure assets are passed to the right people, at the right time, and to improve outcomes for beneficiaries.

Advice

Cash flow management

Making the most of your best wealth-building tool.

Debt reduction

Strategies to reduce the burden of debt and become debt-free faster.

Insurance & risk management

Protecting your biggest assets, and providing clear strategies and solutions for peace of mind.

Taxation strategies

Tax minimisation plans, to keep more of what you earn and get it working for you.

steps

Loudon & Vaughan

Tailored financial advice, provided with integrity and transparency.

about

Loudon & Vaughan

Tailored financial advice, provided with integrity and transparency.

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Company

Company


Dave and Warren met many years ago whilst serving in the 2nd Commando Regiment, and were deployed overseas together on a number of operations.

The Special Forces ingrained a culture of discipline and principled decision making, which Dave and Warren have brought into Loudon & Vaughan, and which they use to help manage and grow client’s wealth.

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Approach

Approach


We only offer tried and tested financial advice, and we avoid putting clients into complex financial arrangements. No cryptocurrencies. No tulip mania. Nothing that we aren’t comfortable recommending to our own families.

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Partners

Partners


We partner with our financial services licensee, Synchron. Synchron is Australia’s largest privately owned financial adviser group. They provide us with compliance and regulatory support, and the ability to tailor our advice in our client’s best interests.

We also utilise a number of professional partners to assist our clients in related matters, including accounting, mortgage broking and legal advice.

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team

Our People

Passionate about the difference that great financial advice can make to our client’s lives.

enquiry

Get In Touch

Please submit a general enquiry using the below form:

Contact Form
contact

How To Reach Us

Office

​​Suite 308/16 Wurrook Circuit,
Caringbah NSW 2229

Postal

​​PO Box 2234,
Taren Point NSW 2229