Value the Future

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Phone: 0437 554 653

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What we offer

1 Jan 2018

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About us

About us
Three Steps to
Ethical Investment

How to match your investments with your values

Appointments

For financial advice to help you reach your dreams.

About us

Principal Financial Planner Mary Campbell founded Gold Leaf Financial Services to help people manage their finances, feel more financially secure, reduce stress on relationships and improve their quality of life.  In fact, research shows clients who receive professional ongoing financial planning advice have greater levels of overall personal happiness, more peace of mind, increased feelings of security, and better health outcomes.(1)

We provide quality strategic financial advice to help people reach their dreams, look after their families and support causes they care about. 

 

Financial Education

We help our clients learn more about money and how the financial world works so they can feel confident about their finances and make better financial decisions.  We also provide financial educational seminars to workplaces and community groups.  Improved financial literacy leads to improved emotional, vocational and physical health, greater satisfaction in life and better relationships.(2)  

 

For great general advice, calculators and information about anything to do with money we recommend you visit the Australian Government Moneysmart website.

Our approach

Your hopes and dreams for the future as well as your values become the foundation of your financial plan.  We analyse your finances and options, and develop financial strategies that help you achieve what is important to you in life.  This means finding a balance so you can enjoy life now and in the future. 

We work with people of all ages who care about people and nature.  Based in Melbourne, we assist clients across Australia.

No Regrets

Money can help facilitate your goals and allow you to spending time on what is meaningful in your life.  Ideally, this can help you to lead to a life without regrets.  Gold Leaf founder Mary Campbell has worked with charities helping people living with illness and disability, and helping people who are dying come to terms with their situation and improve their quality of life.  We recommend reading the article Top five regrets of the dying.  Through considering our own mortality, insights can be gained on life. 

Ethical Investment and your values

Everyone should have the choice in what they would like to support or avoid with their investments and superannuation, consistent with their own personal values.  Through making choices with our money, we can move money away from companies causing damage to people and the planet, and support organisations providing solutions such as education, healthcare, recycling and renewable energy.

Never doubt that a small group of thoughtful committed citizens can change the world; indeed it is the only thing that ever has.”

Margaret Mead

We take a stewardship approach to investing our client’s money, making sure all recommendations for investments and superannuation are financially sound as well as meeting our client’s goals. 

As members of society we are all stewards for the next generation and by assisting our clients to invest in companies with sustainable environmental, social and governance approaches we help create a positive future for all our grandchildren and great grandchildren. 

To learn more about the competitive financial performance of ethical investments click here.*

Ethical Investment experts

Gold Leaf Financial Services specialise in ethical investment and Principal Financial planner Mary Campbell has over 15 years' experience in helping clients invest according to their values.  She has presented on Ethical Investment panels including at the Responsible Investment Association Australasia (RIAA) benchmark report event.  The Gold Leaf Financial team have a combined experience of over 40 years in ethical investment working with some of the leading ethical investment companies in Australia.

Education and experience

At Gold Leaf Financial Services we believe that high standards of education, experience, professional conduct and professional ethics are required to provide high quality financial advice and service to our clients.

Principal Financial Planner Mary Campbell holds a Bachelor of Commerce in Financial Planning and Accounting from the University of Canberra.  Mary also completes further study each year to keep up to date with the latest changes in the economy, financial products and strategies, taxation and legislation in Australia.  Mary has over 15 years’ experience in financial services and ethical investment and she is a Certified Ethical Investment Adviser.  Mary is a member of the Financial Planning Association (FPA) and CPA Australia, complying with the FPA and CPA codes of conduct and APES 110 Code of Ethics for Professional Accountants.  Other staff members have qualifications and experience appropriate to their positions.  Read more about our team.

CPA Practice

Gold Leaf Financial Services is proud to be a CPA Public Practice and adheres to high ethical and professional standards. Gold Leaf Financial Services participates in CPA Australia’s Quality Review Program and complies with a range of professional standards including

  • CPA Australia Constitution, By-Laws and technical standards

  • CPA Australia Code of Professional Conduct

  • Quality Control standards

  • Risk Management standards and

  • Code of Ethics.

 

As a qualified CPA, Principal Financial Planner Mary Campbell adheres to a strict code of ethics and professional standards and undertakes continuing professional development each year.

Our office

Gold Leaf Financial Services is based in the 60L Green building in Carlton, Melbourne.  60L is the premier sustainable commercial building in Australia, unique in its approach to energy and water consumption, and the use of recycled and re-used materials during construction.  It is a lovely place to work with natural sunlight, a water feature, lots of plants, exposed brick and a rooftop garden. 

Meetings at our office are by appointment only.  We work with our interstate clients over phone, email and mail.

Our community and environment

As part of the community, at Gold Leaf Financial Services we believe it is our responsibility to make a positive difference to our community and natural environment.  For more information please see our community and environment pages. 

Our practice

Gold Leaf Financial Services is growing primarily by word of mouth.  If we can help your friends or family with financial advice to help them achieve their dreams, please share our contact details with them.  Thank you for all referrals.

Fees

At Gold Leaf Financial Services our fees are based on the service provided and the complexity of advice.  There is an initial appointment fee and then we will provide a quote for financial plans and for ongoing service and advice.  Please visit our page How we can help you for more information.  Our Financial Service Guide has further information regarding our fees.

Affinia

Mary Campbell and Gold Leaf Financial Services are authorised representatives of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857.

Affinia provides Gold Leaf Financial Services with access to resources, assisting us to provide quality advice to our clients.  Affinia provides a range of services including licensee services, training, software, research and compliance support.  Affinia is a wholly owned subsidiary within the  TAL Group of companies (TAL) whose ultimate holding company is TAL Dai-ichi Life Australia Pty Limited

Ethical Investment Certification

Mary Campbell of Gold Leaf Financial Services (authorised representative of GWM Adviser Services Limited) offers responsible investment products; has undertaken continuing professional development on responsible investment; and conducts inquiries regarding client concerns about environmental, social, governance or ethical issues. The Symbol also signifies that Mary has adopted strict disclosure practices required under the Responsible Investment Certification Program for the category of Financial Adviser. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and Mary Campbell can be found at www.responsibleinvestment.org, together with details about other responsible investment products and services certified by RIAA.

The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

 

Indigenous Acknowledgement

We respectfully acknowledge the traditional custodians of the land on which Gold Leaf Financial Services operates, including the Wurundjeri people of the Kulin nation.  We pay respect to their elders and to all Aboriginal and Torres Strait Islander peoples past, present and future.  We honour their history and culture and ongoing connection to the land, water and community.

*Past performance is not a reliable guide to future returns.

1.IOOF 2015, ‘IOOF Whitepaper The true value of advice’.

2.Association of Financial Advisers 2016, ‘AFA Whitepaper Money, Well-being and the role of financial advice – a gender based approach’

Mandy and Scott's vineyard dream

 

Mandy and Scott always dreamed of buying a block of land not far from Melbourne with vineyards and starting a boutique winery.  They wanted to be close to nature and grow organic fruit and vegetables for their family.  A few years ago, Mandy received an early inheritance of $150,000 from her Grandma and she wanted to grow this money as a deposit on the vineyard. 

 

They met with a Gold Leaf Financial adviser who recommended an investment portfolio in a range of assets such as shares, bonds and listed property, that was in line with their values and that would grow over time.  She also recommended they add their savings of $900 per fortnight into the investment and when they received bonuses at work, use part of the bonus as a holiday and add part of the bonus into the investment portfolio. 

 

By investing a regular amount each fortnight, they were surprised at how quickly their investment grew.  They are now on track to having $400,000 to make their vineyard dream a reality.