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