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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Grow your wealth

Budget & saving

We can help you feel less stressed and more in control of your money.  Whether you have a little or a lot of money, growing your wealth starts with budgeting and saving.

A great place to start is to track your income and expenditure.  Often people are surprised at what they spend money on.  Once you know where your money is going, this will allow you to make decisions about how you would like to spend your money.  You can make sure you are spending money on what is important to you.

We can help you work out a good way to track your money and organise your finances to make it easy to pay for large bills and to save money each month.  Based on your goals, we can also help you work out how much you will need to save each pay period.

With your regular savings, each month you can put some money in a cash savings bank account to save for unexpected expenses and emergencies.  You can also put money on other savings accounts to meet your shorter term goals such as your next holiday or house maintenance.

Then you can start adding money from your savings to investments to grow your wealth and to superannuation to save for a comfortable retirement. 

A Gold Leaf Financial Planner can help you understand your current situation, work out your goals and begin a regular savings plan to make your goals a reality.

Appointments

For financial advice to help you reach your dreams.

Hayley travels overseas and changes careers

When Hayley started her first full time job, she enjoyed working in an office.  However, over the years she has felt more closed in and is no longer enjoying working indoors at a desk all day.  Hayley has always loved being active and spending time outside and has been dreaming of working as a personal trainer, but felt that was out of reach.  Hayley has always wanted to travel to Europe, but somehow never had enough money to go. 

 

After meeting with a Gold Leaf Financial Planner, Hayley has a plan.  She will save each week into a high interest bank account and in 18 months she will take 6 weeks’ leave for her big Europe adventure.  When Hayley returns, she is going to save for her study to become a personal trainer.  Then once she is qualified, she will work a couple of shifts a week at the local gym to see if that type of work will be right for her. 

 

Having a roadmap for how to reach her goals means Hayley feels much more confident and hopeful about the future.