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

Three Steps to
Ethical Investment

How to match your investments with your values

Appointments

For financial advice to help you reach your dreams.

Community

Gold Leaf Financial Services strongly believes that we have a responsibility to give back into the community in which we live and work.  We have a number of initiatives including:

  • Assisting our clients to invest ethically and supporting our clients goals to have a positive impact on their local community and social justice issues

  • We offer presentations at no cost to increase financial literacy and awareness of Ethical Investment in the community

  • We source fair-trade sustainable products from organisations with good labour standards and a positive community impact where possible

  • We prefer to hold out of office meetings at social enterprise cafes (such as Kinfolk and Streat) and source catering services from social enterprises (such as the Asylum Seekers Resource Centre)

 

Financial Education

At Gold Leaf Financial Services we explain financial concepts in plain English and help our clients understand their finances so that they can make more informed financial decisions.

 

We also provide articles on our blog and educational seminars to the public to help Australians make the most of their finances, with general advice and tips to repay loans faster, save money each month, invest ethically, grow wealth, prepare for retirement and more.

 

​Research shows improved financial literacy leads to improved emotional, vocational and physical health, greater satisfaction in life and better relationships. (1)

 

Principal financial planner Mary Campbell has presented at a number of workplaces and at range of events including The Sustainable Living Festival, the Chartered Accountants Australia and New Zealand Sustainability Group and Moral Fairground Ethical Lifestyle Festival.

 

Educational seminars for community groups or workplaces

Our educational seminars for workplaces and community groups are designed to provide general advice and information about money and finances and cover a range of topics such as

  • Saving for goals

  • Ethical Investment

  • Superannuation

  • Wealth creation

  • Planning for retirement and

  • Personal insurance
     

To arrange for a financial adviser to speak at your next community group event or workplace, please contact Mary Campbell on 0437 554 653 or info@goldleaffinancial.com.au for more information.

 

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

Anne and John start an ethical investment

 

Anne is a nurse at the local hospital and John is a university professor.  They have recently inherited $100,000 from Anne’s mother and would like to invest this for the future.  They would also like to add some of their ongoing savings to this investment each month to grow their wealth long term. 

 

Anne has seen many patients with smoking related illnesses, and one of her main ethical concerns is that she does not want to invest in tobacco companies such as Phillip Morris.  John is concerned about climate change and would like to avoid companies with high carbon emissions such as fossil fuels.  They have travelled over the years and both feel they are lucky to have grown up in Australia and they would like to support education and healthcare. 

Anne and John met with a Gold Leaf Financial Planner, who helped them to established a diversified ethical investment portfolio that matches their values as well as their risk profile.  After a number of years they have seen their investment grow to $180,000 and their adviser helps them keep on track, changing the investments from time to time in order to make sure the overall ethical investment portfolio is still right for their risk comfort level, their objectives and their ethical preferences.  Anne and John are happy to know their money is “doing no harm” and supporting industries they value.