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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

Inheritance

We can help you make the most of your inheritance, make sound financial decisions and grow your funds for the future.

Receiving an inheritance can come with a new level of responsibility.  It is worth considering options available to use the funds now, as well as investing your inheritance to grow your nest egg and provide a passive income for the future. 

Sometimes an inheritance can be difficult as it means the loss of a loved one.  We can discuss ways you may wish to honour that person.  For some people they know their loved one’s main wish was to provide financial security so that you may travel, repay debt, buy a home, look after family or pay for school fees. 

With your inheritance you may wish to set aside funds to give to a cause that honours that special person’s life.  You may like to consider starting a charitable trust and giving to causes your loved one cared about such as arts, nature, local community, education and health.

When you receive a windfall, something that you have wanted for a long time may now be attainable.  This may enable you to fulfil a personal goal or a long held wish. 

 

A Gold Leaf Financial Planner can assist you to make plans for your inheritance in line with what is important to you.

Appointments

For financial advice to help you reach your dreams.

Hayley travels overseas and changes careers

When Hayley started her first full time job, she enjoyed working in an office.  However, over the years she has felt more closed in and is no longer enjoying working indoors at a desk all day.  Hayley has always loved being active and spending time outside and has been dreaming of working as a personal trainer, but felt that was out of reach.  Hayley has always wanted to travel to Europe, but somehow never had enough money to go. 

 

After meeting with a Gold Leaf Financial Planner, Hayley has a plan.  She will save each week into a high interest bank account and in 18 months she will take 6 weeks’ leave for her big Europe adventure.  When Hayley returns, she is going to save for her study to become a personal trainer.  Then once she is qualified, she will work a couple of shifts a week at the local gym to see if that type of work will be right for her. 

 

Having a roadmap for how to reach her goals means Hayley feels much more confident and hopeful about the future.