Your Goals & Dreams

Appointments

For financial advice to help you reach your dreams.

Love your life

Life is about more than money.  However money can facilitate the lifestyle you would like to enjoy now and in the future, including spending time on what is important to you.

At Gold Leaf Financial Services we provide financial planning and services to help you manage your money wisely and live the life you want to live.  We can help you:

  • Achieve your goals and dreams

  • Spend time on what is important to you – not on managing finances

  • Feel financially secure

  • Look after your family and friends

  • Stop worrying about your finances because you know you are working with an expert

  • Provide a quality education for your children and grandchildren

  • Make your money work for you

  • Spend more time on your health and fitness

  • Feel happy that your money and your super is invested in line with your values

  • Take up opportunities for personal and professional growth and learning

  • Work part time

  • Travel to your dream destination

  • Visit family

  • Have time for that creative hobby you have always wanted to pursue

  • Change careers and complete further education

  • Enjoy and protect our natural environment

  • Support people and causes you care about

  • Appreciate and support the arts, and

  • Support your local community.

Gwen and Tom’s ethical super

 

Gwen and Tom read an article about super funds investing in fossil fuels and wanted to know where their super is invested.  They are concerned about climate change and the world their children and grandchildren will inherit.  They also wondered whether they will have enough money to retire and if they should make additional super contributions. 

 

They saw a Gold Leaf Financial Planner and discussed their values and their goals.  The adviser recommended a super fund invested in line with their risk profile that does not invest in fossil fuels and instead invests in companies with low carbon emissions.  The fund also invests in energy efficiency, renewable energy and recycling companies.  Their adviser recommended making additional contributions to super each year which had the added benefit of reducing their tax.  They also started an ethical investment to grow their wealth outside of super in case the super rules change.  The adviser provided projections showing they will have enough money to have a comfortable income throughout retirement.  Gwen and Tom will have funds to renovate their kitchen, visit their daughter who lives interstate each year, travel around Australia and provide financial support for their grandchildren’s higher education.

 

By following their financial planner’s recommendations, Gwen and Tom feel content they have ethical investments that match their values.  Having a roadmap for how to reach their retirement goals means Gwen and Tom feel a lot more confident about the future. 

Value the Future

Contact a GOLD LEAF Financial Planner today.
Ethical Investing
What we offer
Get in touch

Phone: 0437 554 653

Connect and Share
Linked In