Loudon+Vaughan Private Wealth

08/01/2020

Zurich and OnePath Life customers across Australia who have been impacted by the bushfires and who are experiencing hardship are now eligible for offer a two-month life insurance premium wavier.

This offer is available until 31 March 2020 and will be reassessed as the bushfire situation unfolds.

The premium waiver will apply to all Zurich and OnePath life insurance customers who:

- have been directly impacted by the fires (e.g. are unable to operate their business, have lost income, lost their home, need temporary accommodation),

- or have been volunteering in fire impacted regions or are with emergency response teams (to the detriment of their own financial wellbeing).

If this applies to you please contact our office via [email protected] and we will forward your details to Zurich and Onepath.

05/01/2020

Packages delivered. Great work by the Gerringong Surf Club to receive and process everything.

Thanks to all our friends who donated, David Vaughan for collecting everything from the south, and thanks to Louis Jen for collecting everything on the north side and driving down too.

04/01/2020

We’re off, we have 2 cars and heading to Gerringong. Thank you to everyone for donating. You’re all awesome.

Thanks to Louis Jen for collecting from the North Shore.

03/01/2020

Our people are amazing. Thanks to all the people in the Cronulla area who donated. Your donations will help a lot of people.

02/01/2020

Hey friends, We’ll be doing a run to drop off supplies to Kiama on Saturday. We need Clothing, blankets, sheets and toiletries (nappies, toothpaste, toilet paper, feminine hygiene, toothbrushes). Let me know if you have anything that can be of use and I’ll drop in and pick it up on Friday or on my way south.

Please put anything you want to donate into plastic bags and list the items (boys clothes age 10-12/ girls clothes 10-12 etc), same for sheets (queens size). That will save having to sort them on the other end.if you don’t have Warren’s number just message me through Facebook and we can sort out a pick up/drop off time.

02/12/2019

Good news!!

We are flying into Brisbane on Monday the 3rd February 2020, through to Friday the 7th February, to see our awesome Queensland clients.

If you are not already a client, but you would like to meet with us please comment below or message us and we'll find some time to drop in for a chat.

If you are an existing client we'll be in touch soon to schedule a meeting to review your financials. We were trying to see you all before Christmas but unfortunately we've run out of time.

Take care and see you all soon.

11/05/2018

Are you looking to increase your sales and/or business contacts in Sydney? Do you like meeting dynamic business people?

The North Shore's best business networking group, Building Business Group (BBG), is hosting a massive business breakfast on the 24th May at 7:30 am at the Killara Gold Club. The Guest Speaker will be Kim Pearce of The Possibility Project.

If you would like to come, you can book using the website below. It's only $45, and it may be your best business decision. BBG has certainly been great for our business and is an integral part of our business success.

Are you looking to integrate a little more 'giving back' into your business at the same time as opening yourself up to new business opportunities? This Big Business Breakfast, come along, meet new people and find out how to give back with our guest speaker; KIM PEARCE OF THE POSSIBILITY PROJECT The....

26/02/2018

We're delighted to announce Loudon & Vaughan Private Wealth have introduced MyProsperity to help you manage your entire financial world - at home and on the go.

Why you'll love it
- Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investment loans and so much more to easily track and manage your finances.

- Always up to date: View your self managed super funds from the portal and upgrade to a Pro account for live property and investment data feeds.

- Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.

- Tax time made easy: use the tax wizard to track, tag and store relevant tax information (from transactions to receipts) securely online.

We'll be rolling MyProsperity out to all of our existing clients over the coming weeks. If you can't wait please contact us via: [email protected] and we'll send out your welcome email.

26/02/2017

Do you have life insurance inside your super fund? If so, it's probably rubbish.

Policies inside super are created so that they match the superannuation legislation conditions of release. This means it is very basic cover.

Some super funds perform underwriting at the time of your claim, this means that right now you could be paying for a policy that you have no chance of making a successful claim against.

If you are going to pay for insurance make sure you are medically underwritten by a reputable insurer. It is a more invasive process but by the end of the process you will know exactly what you are and aren't covered for. You can then weigh up wether you are prepared to pay for the policy.

High quality insurance costs more but it has the capacity to change your families lives, we have seen it work.

If you would like a review of your insurances we can be contacted via [email protected] .

Australians are being comprehensively failed by insurers, regulators and politicians when it comes to their purchases of life insurance products.

21/02/2017

If you would like to join the Loudon & Vaughan NRL - National Rugby League footy tipping comp, please create your profile at:
https://tipping.nrl.com/landing/index.html #/registration , and use the following code to join our competition.

CMAW52M3

The winner gets a Bullet Pen, a Newtown Rugby League Football Club cap and a high five.

We are both average tipsters so you're a good chance of taking home the prize.