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Ethical Investing
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Ethical Investment

How to match your investments with your values

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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’.

James and Sally plan to retire and give to their favourite charities

James and Sally want to have an enjoyable retirement which includes overseas travel and regularly attending the theatre and arts.  They also want to help each of their adult children with a house deposit and to contribute to environmental and community charities.  James and Sally feel that of all the things they spend money on, they receive the most joy from deciding where to allocate $10,000 of donations each year to charities.  They like supporting the Cancer Council out of respect for James’ mum who passed away a few years ago from liver cancer.  They want to preserve Australian plants and animals therefore supporting the charity, Bush Heritage Australia.  They would like to continue to donate throughout their retirement.  James and Sally do not want to invest in tobacco or old growth forest logging companies.

 

They saw a Gold Leaf Financial Planner and discussed their goals, ethical preferences with investments and their comfort level with risk.  The adviser recommended commencing additional savings to super and changing the asset allocation of their super to make sure it will grow.  Their super is no longer invested in tobacco and with the savings they started an ethical investment outside of super. 

 

By following their financial adviser’s recommendations, they will have enough income in retirement to cover the lifestyle they have become accustomed to which includes enjoying the arts.  They are looking forward to overseas travel, assisting their children with house deposits and continuing to give $10,000 each year to their favourite charities.