Value the Future

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1 Jan 2018

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General Advice Warning

General Advice Warning

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs.
Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.

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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.