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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About us

Appointments

For financial advice to help you reach your dreams.

Services

We provide a range of financial advice to help you reach your goals including

Strategy Advice

  • Reaching your goals

  • Growing your wealth

  • Managing debt

  • Minimising tax

  • Retirement planning

  • Estate planning

  • Insurance strategy

  • Cash flow and budgeting

  • Superannuation and Self Managed Super Funds (SMSF)

  • Philanthropy and charitable giving

  • Centrelink planning

 

Ongoing Management

  • Regular reviews of your situation and strategy

  • Investment portfolio reviews, planning and management

  • Insurance reviews

  • Recommendations in response to your situation and legislation, product and economic changes

 

Investment Advice

  • Asset allocation

  • Ethical investment options

  • Managed funds

  • Shares

  • Bonds

  • Cash and term deposits

  • Listed property trusts

  • Superannuation

 

Personal Insurance Advice

  • Income Protection Insurance (Salary Continuance Insurance)

  • Critical Illness Insurance (Trauma Insurance)

  • Total and Permanent Disability Insurance

  • Life Insurance

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.