About us

Environment

Gold Leaf Financial Services strongly believe that we have a responsibility to look after our environment.  We have a number of sustainability initiatives including: 

  • assisting our clients to invest ethically and supporting our clients goals to have a positive impact on their local environment and on worldwide environmental issues

  • minimising our energy and water usage and recycling.

  • sourcing organic, recycled and sustainable products and purchasing products and services from organisations who also have good sustainability initiatives.

  • we offer presentations at no cost to increase awareness of Ethical Investment

Our office is in the 60L Green Building in Carlton, owned by the Australian Conservation Foundation (ACF).  60L is the premier sustainable commercial building in Australia, unique in its approach to energy and water consumption, and the use of recycled and re-used materials during construction.  Learn more about the 60L green building on the ACF website.  We have previously provided office space  environmental NGO Climate for change.

Three Steps to
Ethical Investment

How to match your investments with your values

Appointments

For financial advice to help you reach your dreams.

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.

Value the Future

Contact a GOLD LEAF Financial Planner today.
Ethical Investing
What we offer
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Phone: 0437 554 653

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