Gold Leaf Financial Services provides strategic financial advice to help you to:
reach your goals,
spend time on what is important to you and
make the world a better place through Responsible Investment.
Based in Melbourne, our services are available to clients across Australia.
Our advice is tailored to what you would like help with and the strategies that will help you achieve your goals. Our advice includes the following areas:
Strategy Advice
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
Responsible Investment (also known as Ethical Investment)
Managed Funds
Shares
Bonds
Cash and Term Deposits
Listed Property Trusts
Personal Insurance Advice
Income Protection Insurance (Salary Continuance Insurance)
Critical Illness Insurance (Trauma Insurance)
Total and Permanent Disability Insurance
Life Insurance
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60L Green Building, 60 Leicester St, Carlton, VIC, 3053
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