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Kate and Matt invest for the future
Kate and Matt have three children and live near the beach in Brighton, a beachside suburb of Melbourne. Matt’s parents established a successful business many years ago and have recently given Matt $3.8 million to invest for his family. Kate and Matt love the beach and feel connected to the environment. They would like to make the most of this generous gift, to provide for their children and also to give back to the community and protect the environment.
They met with a Gold Leaf Financial Planner and discussed their personal values and goals with regard to this investment. As a result of the adviser’s recommendations, they established a family trust and invested in a portfolio of direct securities that are in line with their personal ethics. They like having input into the portfolio holdings and having investments that are tailored just for them. They established a charitable trust which was also invested ethically. They enjoy distributing the income each year and teaching their children about different social and environmental issues and the positive impact of the charities they support.