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Ethical Investment

Three Steps to
Ethical Investment

How to match your investments with your values

Appointments

For financial advice to help you reach your dreams.

Future generations

What would you like your legacy to be?  You may already support your family and friends, and choose to purchase items that are sustainable, Fairtrade or energy efficient.  You may also spend money with companies doing the right thing by their staff and suppliers, donate to charity and/or volunteer with a local not for profit organisation such as Rotary, an animal shelter or Surf Lifesaving Australia.

Have you considered what type of world your money is creating? 

Through your super fund or SMSF, and investments outside of super, you can support industries that are creating the world you would like to leave for future generations. 

You can receive a sound financial return and invest in line with what is important to you.  Your money can make a difference by investing in industries like renewable energy, organic food and education, while avoiding investments causing harm, such as tobacco, old forest logging and child labour.

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

 

Some ways you may like to give include:

 

Time and Talent

  • Volunteering your time with your favourite charity each year

  • Giving your time to raise awareness for an important cause

  • Assisting people you know who have fallen on tough times

  • Joining local initiatives such as Clean Up Australia day, wildlife surveys, Worlds Greatest Shave and Movember

  • Taking time off work to volunteer overseas

  • Providing your expertise to mentor younger people working in the charitable sector, and

  • Joining a not for profit board, bringing your experience and skills to support good governance in the sector

 

Treasure

  • Ethical investments and ethical super

  • Donating money to charity each year

  • Estate planning including leaving money to support your family and people you care about and/or causes that are important to you when you pass away

  • Philanthropy and charitable trusts

  • Funds to start, support or expand a charity you are passionate about

  • Purchasing goods and services from social enterprises

  • Assisting a charity to raise funds or organise a fundraising event, and

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

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James and Sally give to their favourite charity

James and Sally read an article about super funds investing in land mine manufacturers and want to know where their super is invested.  They also wondered whether they will have enough money to retire.  They saw a Gold Leaf Financial Planner and discussed their values and their goals. 

 

James and Sally feel that of all the things they spend money on, they receive the most joy from deciding where to allocate the $10,000 each year to charity.  By following their financial planners’ recommendations, James and Sally will no longer hold investments in companies manufacturing land mines and they will enjoy a comfortable lifestyle in retirement.  They will be able to travel overseas, help each of their adult children with a small amount towards a house deposit and continue to give $10,000 each year to their favourite charities.

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