Value the Future

Contact a GOLD LEAF Financial Planner today.

Phone: 0437 554 653

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What we offer

1 Jan 2018

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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.

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.