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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Grow your wealth

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.

Appointments

For financial advice to help you reach your dreams.

Sam and Alice save for retirement

When their youngest child Tim moved out of home to study at University, Sam and Alice started to think about whether they were saving enough money for retirement. 

 

They saw a Gold Leaf Financial Planner and discussed their values and goals.  Sam and Alice would like to continue their current lifestyle and want to make the most of their additional savings as now Tim is mostly independent.  A recommendation was made to change their super to make sure it was invested in line with their ethical values and would grow for retirement.  The adviser also recommended making additional mortgage repayments and salary sacrificing to super. 

 

By following their financial planners’ recommendations, Sam and Alice will be debt free and have an extra $500,000 at retirement.  They will also be able to travel, renovate the kitchen, enjoy their hobbies of tennis and photography and volunteer with their favourite community groups.