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Phone: 0437 554 653

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What we offer

1 Jan 2018

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Grow your wealth

Grow your wealth

Growing your wealth can give you more financial security as well as the ability to fund your lifelong dreams and support people and causes that are important to you.

 

A Gold Leaf Financial Planner can help you grow your wealth so you can reach your goals and have more freedom to choose the type of life you want to live.  

 

 

Three Steps to
Ethical Investment

How to match your investments with your values

Appointments

For financial advice to help you reach your dreams.

Mandy and Scott's Vineyard Dream

 

Mandy and Scott always dreamed of buying a block of land not far from Melbourne with vineyards and starting a boutique winery.  They wanted to be close to nature and grow organic fruit and vegetables for their family.  A few years ago, Mandy received an early inheritance of $150,000 from her Grandma and she wanted to grow this money as a deposit on the vineyard. 

 

They met with a Gold Leaf Financial adviser who recommended an investment portfolio in a range of assets such as shares, bonds and listed property, that was in line with their values and that would grow over time.  She also recommended they add their savings of $900 per fortnight into the investment and when they received bonuses at work, use part of the bonus as a holiday and add part of the bonus into the investment portfolio. 

 

By investing a regular amount each fortnight, they were surprised at how quickly their investment grew.  They are now on track to having $400,000 to make their vineyard dream a reality.