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

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. 

Value the Future

Contact a GOLD LEAF Financial Planner today.
Ethical Investing
What we offer
Get in touch

Phone: 0437 554 653

Connect and Share
Linked In