What type of world would you like to leave to your children, grandchildren, great grandchildren and future generations?
What type of world your money is creating?
Through your investment portfolio and your super fund or SMSF, you can support industries that are creating the world you would like to leave for future generations.
You can receive a sound financial return and invest in line with what is important to you through ethical investing and impact investing. Your money can make a difference by investing in industries like renewable energy, organic food and education, while avoiding investments causing harm, such as tobacco, old forest logging and child labour.
At Gold Leaf Financial Services we can help you plan to make a positive impact with your investments in areas that are important to you.
James and Sally give to their favourite charity
James and Sally read an article about super funds investing in land mine manufacturers and want to know where their super is invested. They also wondered whether they will have enough money to retire. They saw a Gold Leaf Financial Planner and discussed their values and their goals.
James and Sally feel that of all the things they spend money on, they receive the most joy from deciding where to allocate the $10,000 each year to charity. By following their financial planners’ recommendations, James and Sally will no longer hold investments in companies manufacturing land mines and they will enjoy a comfortable lifestyle in retirement. They will be able to travel overseas, help each of their adult children with a small amount towards a house deposit and continue to give $10,000 each year to their favourite charities.