Loudon Private Wealth

Plan for the Life You Want to Live

Welcome to Loudon Private Wealth

Straightforward Financial Advice. Transparent, Professional, Personal.

At Loudon Private Wealth, we provide tailored financial advice to help you make confident decisions at every stage of life. Our focus is simple, to understand your goals, simplify your financial world, and guide you with clear, honest advice that puts your interests first.

Meet Warren Loudon

Warren Loudon is the founder and principal adviser at Loudon Private Wealth. Since 2012, he has been helping individuals and families make confident financial decisions through clear, practical advice tailored to their goals.

Holding qualifications - including a Graduate Diploma in Financial Planning and the FChFP designation - Warren combines technical expertise with a personal, client-first approach. He founded Loudon Private Wealth to offer transparent, unbiased advice focused on long-term relationships, not products.

Warren is known for being approachable, thoughtful, and genuinely invested in helping his clients grow, protect, and enjoy their wealth with confidence.

Meet Lauren Schapiro

Lauren is an experienced Client Services Manager with over 20 years’ working in financial services in both South Africa and Australia.

Lauren plays a key role in enhancing your client journey and ensures a seamless and personalised service experience in addition to helping manage all day-to-day tasks. She is responsible for ensuring the smooth delivery of internal processes and client outcomes.

Known for her attention to detail, professionalism, organisation, and adaptability, she holds a BA Diploma in Interior Design and financial accreditations including RE 5 and an NQFL 5 in Wealth Management.

Why Choose Us?

Experienced, Trusted Advice

With over a decade in the financial services industry, we understand the importance of experience, objectivity, and professionalism. We’re here to help you feel informed, in control, and supported.

Clear Communication, No Jargon

We speak in plain language - because great advice should be easy to understand. You’ll always know where you stand, what’s next, and why it matters.

Tailored Strategies, Not Templates

Every client’s life is unique. That’s why we take the time to get to know you and build strategies that reflect your specific goals, needs and preferences.

Our Proven Process

A client‑focused journey with clarity at every step

INITIAL CONSULTATION

explore your needs and objectives

STEP 1

RESEARCH & ANALYSIS

assess your situation and opportunities
STEP 2

STRATEGY DESIGN

craft a bespoke roadmap

STEP 3

ADVICE PRESENTATION

explain everything in straightforward terms
STEP 4

IMPLEMENTATION

put your plan into action

STEP 5

ONGOING REVIEW

adapt as your life and markets evolve

STEP 6

How We Can Help

At Loudon Private Wealth, we offer strategic, values-driven financial advice tailored to your goals—no jargon, no hype.

We support individuals and families across a wide range of financial matters:

Our Core Services Include:

Investment & Portfolio Management

Build a balanced strategy that aligns with your goals and risk tolerance.

Superannuation & Retirement Planning

Make the most of your super and ensure you’re ready for life after work.

Estate Planning & Legacy Structuring

Structure your finances to care for the people and causes you value most.

Insurance & Wealth Protection

Identify smart ways to protect your family, income and assets.

Cashflow, Budgeting & Debt Advice

Improve day-to-day financial confidence and long-term sustainability.

Tax-Aware Strategies

Make informed decisions that support efficiency and compliance.

Our Partnership

We operate under the Oreana Financial Services licensee, a boutique advisory group that offers rigorous compliance support and a carefully curated product list. Through Oreana Financial Services, Warren can tailor strategies across investment platforms, SMSFs, insurance, superannuation, and more - always with your best interests at heart

Ready to Talk?

While our office is based in Pagewood NSW, we work with clients both locally and remotely - offering flexibility and personal service no matter where you are.

Let’s start with a complimentary consultation to discuss your goals and explore how our disciplined, values-led approach can help you build and protect your wealth.

CONTACT US

We’re here to guide you every step of the way.

ADDRESS

41-51 Wentworth Ave, Pagewood, NSW 2035

PHONE

1800 LOUDON (568 366)

E-MAIL

info@loudonpw.com.au