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Maximise benefits

The Australian Government may be able to help you with your finances at different stages of your life for example full time study, raising a family and retirement.

Government benefits include Centrelink payments, the super co-contribution and child care benefits to name a few.

A Gold Leaf Financial Planner can help you with strategies to maximise your entitlements and help you to understand the rules associated with such benefits.

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For financial advice to help you reach your dreams.

Sam and Alice plan for retirement

 

When their youngest child Tim moved out of home to study at university, Sam and Alice started to think about the next 15 years leading up to their retirement. Sam and Alice would like to continue their current lifestyle and want to make the most of their additional savings, especially now that Tim is mostly independent.  When they retire they would like to renovate the kitchen, continue to enjoy good food and wine, and volunteer as board members with their favourite community and environmental groups.  They both like sailing, playing tennis and they are learning photography.  Sam and Alice would also like to travel to see the French Open and Wimbledon, and take photography tours of Africa, Canada and Antarctica.

 

Sam and Alice saw a Gold Leaf Financial Planner and discussed their values and goals.  Their adviser recommended keeping their super fund but changing the investments to make sure it was invested in line with their ethical values and that it would grow for retirement.  The adviser also recommended making additional mortgage repayments and salary sacrificing to super.  Sam and Alice will also take some of their long service leave in the next few years to travel to the French Open and to Antarctica as part of enjoying life now.

 

By following their financial planner’s recommendations, Sam and Alice will be debt free in five years and have an extra $900,000 at retirement.  They will have income in retirement to enjoy good food and wine and there will be funds available for kitchen renovations and overseas travel.

Value the Future

Contact a GOLD LEAF Financial Planner today.
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