Value the Future

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Phone: 0437 554 653

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1 Jan 2018

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Your Goals & Dreams


For financial advice to help you reach your dreams.

Philanthropy and Giving

What would you like your legacy to be?  


What type of world would you like to leave to your children, grandchildren, great grandchildren and future generations?

You can make a positive impact through your investments as well as through giving your money, time, talent and expertise.


Most Australians

  • look after their family and friends

  • donate and support charities that they care about

  • volunteer time at some stage with a local not for profit organisation such as local sports team or surf club, school PTA, Rotary, Lions, health organisation, or community garden

  • join initiatives such as Clean Up Australia Day, Worlds Greatest Shave, Earth Hour, Biggest Morning Tea, and Movember

  • choose to purchase items that are organic, sustainable, Fairtrade or energy efficient

  • spend money with companies that are good corporate citizens and treat their staff, customers, suppliers and the environment well.



We can assist you to make a plan to give to causes you care about and leave a positive legacy.


Some other ways you may like to give include:




  • Make a difference with your capital through ethical investments and ethical super;

  • Plan to give to charity each year;

  • Establish and manage charitable accounts and charitable trusts (PAFs);

  • Amend your Estate Plan to include leaving money to support your family and people you care about and/or causes that are important to you when you pass away;

  • Provide funding to start, support or expand a charity you are passionate about;

  • Purchase goods and services from social enterprises;

  • Assist a charity to raise funds or organise a fundraising event; and

  • Help an existing charity invest their corpus funds ethically to grow their investments in line with their mission and values.



Time and Talent

  • Join a not for profit board and bring your experience and skills to support good governance in the sector;

  • Provide your expertise to mentor younger people working in the charitable sector;

  • Volunteer your time with your favourite charity each year;

  • Give your time to raise awareness for an important cause;

  • Assist people you know who have fallen on tough times;

  • Take time off work to volunteer overseas; and

  • Care for a family member or friend.



At Gold Leaf Financial Services we can help you plan to leave a positive legacy that is right for you.

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.