How we can help you

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At Gold Leaf Financial Services we provide strategic financial advice to help you to:

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• reach your goals

• invest ethically

• worry less about money

• spend time on what is important to you and

• make the world a better place

 

Based in Melbourne, our services are available to clients across Australia.

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Research shows in addition to financial benefits, there are other benefits to receiving professional ongoing financial planning advice including greater levels of happiness, more peace of mind, increased feelings of security, and better health outcomes.(1)

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Clients who receive professional ongoing financial planning advice have greater levels of overall personal happiness

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Your Financial Coach

A Gold Leaf Financial Planner can be your financial coach, with expertise and financial strategies to help you reach your goals.  If you veer off track, we can help you get back to where you want to go.  If a new option becomes available or the rules change, we help you adapt to the changes and make the most of your situation.

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Financial Advice

A Gold Leaf Financial Planner can create a personalised financial plan to help you achieve what is important to you.

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Our services include

• Assisting you to define your goals and what is important to you now

• Providing analysis and strategy resulting in a plan for how to reach your goals

• Developing contingency plans for unexpected events, to increase your chance that you will achieve your goals in the years to come

• Providing specialist ongoing advice and services to make your life more simple, so you can spend time on what is important to you rather than hours monitoring the sharemarket, researching products or understanding super legislation.

 

What to expect

Our advice is tailored to what you would like help with and the strategies that will help you achieve your goals.   

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The first meeting 

The first appointment is an opportunity to get to know each other and to discuss your needs and how we can help you.  We will first seek to gain an understanding of your current situation, your future plans, your values and what is important to you.  We will also discuss details of your income, superannuation, debts, assets, and insurances so we have an accurate picture of your finances.

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We will discuss how strategic financial advice will benefit your situation and help you achieve your goals. If you choose to proceed, we will explain any fees and charges applicable.

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Strategic Analysis and Financial Advice

With an understanding of your situation, values and goals, we will use our expertise to develop a financial plan and a path forward to help you more effectively achieve what you want in life.

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We will arrange an appointment to present the financial plan, take you step by step through our recommendations, answer any questions you have, and make any changes.

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Implementation

We will assist you with implementing the financial plan so it is as easy as possible for you manage your finances and achieve your goals going forward.

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Ongoing advice and service

Your financial plan is a starting point, and the strategies will need to be reviewed and adapted as your situation and the economy changes in the future. Your circumstances and goals will change over time and we work with you to ensure that your plan takes into account any life changes that occur. 

 

Applicable legislation, the economy and financial products and services also change over time, so we review your strategy and financial plan on a regular basis to take this into account.

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We will explain any fees and charges applicable to an ongoing review service.

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1. IOOF 2015, ‘IOOF Whitepaper The true value of advice’.

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