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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Your Goals & Dreams

Enjoy Retirement

After working for many years, we all want to have enough money to retire comfortably and enjoy life in our later years. 


The earlier you start saving and planning for retirement, the more options you will have available to build your retirement nest egg.  Saving even a little into Superannuation early on can make a big difference to the money you have at retirement. 

A Gold Leaf Financial Planner can help you with financial strategies to plan for the enjoyable retirement including:

  • Saving and superannuation contribution strategies

  • Funding retirement goals like travel, hobbies, volunteering, supporting family and leaving a legacy

  • Making the most your superannuation and investing it appropriately

  • Transitioning to retirement including reducing your hours at work to a couple of days a week

  • Maximising Centrelink entitlements

  • Building wealth outside of super

  • Receiving an income from your super and investments in retirement, and

  • Making your money last throughout retirement.


For financial advice to help you reach your dreams.

Sam and Alice save for retirement

When their youngest child Tim moved out of home to study at University, Sam and Alice started to think about whether they were saving enough money for retirement. 


They saw a Gold Leaf Financial Planner and discussed their values and goals.  Sam and Alice would like to continue their current lifestyle and want to make the most of their additional savings as now Tim is mostly independent.  A recommendation was made to change their super to make sure it was invested in line with their ethical values and would grow for retirement.  The adviser also recommended making additional mortgage repayments and salary sacrificing to super. 


By following their financial planners’ recommendations, Sam and Alice will be debt free and have an extra $500,000 at retirement.  They will also be able to travel, renovate the kitchen, enjoy their hobbies of tennis and photography and volunteer with their favourite community groups.