Helping You Take Control of Your Financial Future
Trusted advice, tailored to you. Loyalty Private Wealth offers personalised financial planning to help you grow, protect, and plan for what matters most.
Welcome to Loyalty Private Wealth
At Loyalty Private Wealth, our mission is simple – to provide clear, supportive financial advice that helps Australians feel more confident about their future. Whether you're planning for retirement, managing risk, or just getting started with investing, we’re here to guide you through the process with integrity and care.
We believe that financial advice should feel personal, not overwhelming. Our approach is to listen, understand what matters most to you, and develop a plan that’s practical and tailored to your needs.
What We Do
We provide comprehensive, tailored financial advice designed to help you make informed decisions at every stage of life.
Our core services include:
Superannuation & Retirement Planning
We help you take control of your superannuation, understand your retirement income options, and create a plan to achieve the lifestyle you want in retirement. Whether you’re decades away or already planning the transition, we’ll help you map a path forward.
Wealth Creation & Investments
Whether you’re building your wealth or growing an existing portfolio, we’ll help develop an investment strategy aligned with your goals, comfort with risk, and time horizon. Our goal is to make investing feel manageable and purposeful.
Insurance & Risk Protection
Life doesn’t always go to plan. We’ll help you understand your insurance needs and secure cover that protects your income, your family, and your lifestyle. That might include life insurance, total and permanent disability (TPD) cover, trauma insurance, and income protection.
Cash Flow & Debt Management
From everyday budgeting to managing debt more effectively, we’ll work with you to improve your financial position and stay in control. Small changes can make a big difference over time, and we’re here to guide you through it.
Estate Planning Guidance
We’ll help you think ahead and structure your affairs in a way that aligns with your wishes, offering guidance around wills, powers of attorney, beneficiary nominations, and estate considerations. Where needed, we’ll work alongside your solicitor or accountant.
Our Advice Process
Here’s what working with Loyalty Private Wealth typically looks like:
Initial Chat
A no-cost, no-pressure conversation to understand your goals and see if we’re a good fit.
Discovery
We’ll gather the information needed to get a full picture of your finances, objectives, and priorities.
Strategy & Advice
We develop and present a personalised plan - with clear recommendations to help you move forward confidently.
Implementation
Once you’re comfortable, we’ll help set everything in motion — whether it’s setting up investments, insurance, or super.
Ongoing Support
Your life and goals will evolve. We provide ongoing advice and regular check-ins to ensure your plan stays on track.
Let’s talk about your goals.
Meet Your Advisers
Sarah Roelofs
Sarah is a dedicated financial adviser who combines deep expertise with a compassionate approach.
Backed by a Master of Financial Planning and years of experience, she offers clear, practical advice tailored to each client’s stage of life. She holds specialist accreditations in Aged Care, SMSFs, and Gearing, with a strong focus on helping younger clients grow wealth and supporting single women through financial transitions.
Sarah takes the time to listen, ensuring her advice aligns with what matters most to you.
Therese McKenzie-Young
Therese has been offering client-focussed financial advice since 1981, bringing over 40 years of real‑world insight to her practice. She holds a Master of Financial Planning (Griffith University), a Bachelor of Commerce (Griffith University), an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services and a Certificate IV in Financial Services.
Her experience also includes lecturing in financial planning at Griffith University – sharing her expertise with up-and-coming professionals. Known for her attentive listening and thoughtful guidance,
Therese ensures her advice aligns closely with what matters most to each client
Let’s Chat
Whether you’re just getting started or want a second opinion, we’re here to help.
Use the form below to send a message, and we’ll be in touch to arrange a friendly, obligation-free chat.