Hello

 

After much deliberation, due to current circumstances, we have made the decision to close Gold Leaf Financial Planning. 

 

We would like to take this opportunity to thank all of our clients, staff and business partners for their support and friendship throughout the years.

The following are some resources you may find useful.

Moneysmart

The Australian Government Moneysmart website has good advice and calculators to learn about anything to do with money including saving, investments, superannuation, insurance, borrowing, choosing a financial adviser and more. 

Ethical Investment financial advisers

If you would like financial advice including ethical investments, one of the following advisers may be able to assist you.

 

Paul Garner at Novo Wealth 

Michelle Brisbane or Adam Carey at Ethical Investment Services

John Ross at Ethos Financial Advisers

 

Insurance advisers

For Life Insurance, Disability Insurance, Income Protection / Salary Continuance Insurance and Trauma insurance one of the following insurance advisers may be able to assist you.

 

Morris Winestone at Winestone and Associates

Katherine Hayes at Hayes & Co Insurance Services

Responsible Investment Association Australasia

The Responsible Investment Association Australasia (RIAA) benchmark report has some great information about the financial performance of Responsible Investing in Australia and New Zealand.

 

The RIAA Responsible Returns website allows you to search for RIAA certified Responsible/Ethical investments, superannuation funds and bank accounts.  It has links to further information on fund’s ethical screening processes and underlying investment holdings.

Accountants

For accounting and tax advice you may like to contact one of the following accountants.

Scott Robinson at Robinson Accounting

The team at Accountancy Group

Mortgage Brokers

For assistance for loans with more ethical lenders one of the following mortgage brokers may be able to assist you.

 

Amy Beattie, Good Green Home Loans

Declan Hanratty, Vanquish Finance Group

Nick Chester, Ethical Home Loans

Andrew Bakonyi, AB Finance

Books

 

How much is enough – Money, Time, Happiness by Arun Abbey and Andrew Ford has great insights and stories on planning personal finances and research on what makes us happy.

 

What color is your parachute by Richard N Bolles is a best-seller career book with excellent advice on changing careers and finding a job you can enjoy and where you can excel.

Important Disclaimer

Please note that Mary Campbell and Gold Leaf Financial Services are not responsible for the advice and services provided by the advisers and organisations listed above.

Best wishes for the future.

 

Mary Campbell

 

Gold Leaf Financial Planning

mary.campbell@goldleaffinancial.com.au

19 October 2020