Goldsworthy Private Wealth

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Goldsworthy Private Wealth Helping people create wealth, plan and enjoy retirement. We're a third generation family business. Start as a client, stay as a friend.

✨A Financial Standard FSPower50 THREE-PEAT for our Director Jennifer Goldsworthy. ✨ Not sure what to be more grateful fo...
03/11/2026

✨A Financial Standard FSPower50 THREE-PEAT for our Director Jennifer Goldsworthy. ✨

Not sure what to be more grateful for - simply that Jen has landed herself on the FSPower50 list for the third time in a row - OR, that she's done it in the same year our Brisbane Lions got a three-peat too. .

Being recognised among Australia's most influential financial advisers once is an incredible achievement. Being recognised three years in a row is a testament to the impact Jen continues to make, not only for her clients, but for the broader financial advice profession.

Since taking over the family business in 2022 and leading Goldsworthy Private Wealth into its next chapter, Jen has remained committed to delivering personalised, empathetic advice that helps clients achieve confidence and financial freedom.

Under her leadership, the business continues to grow while maintaining an exceptional client retention rate of 90-95%, reflecting the trust and long-term relationships she has built.

Beyond her work with clients, Jen has become a respected voice for the profession.

⭐ In 2026 she stepped into the role of Chair of The Advisers Association, advocating for advisers and helping shape the future of financial advice in Australia.

⭐She has also shared her expertise as a panelist at industry events including the Entireti Advice Life Conference, FAAA Inspire Grow, and the Investment Leaders Forum, while contributing thought leadership through industry publications and podcasts.

Congratulations Jen on another well-deserved FS Power50 listing. We are incredibly proud of all that you continue to achieve and the positive impact you make every day when you show up at the office....sometimes three coffees deep?

A big heartfelt round of applause for the 49 other list makers for 2026! We are honoured to have Jen in your inspiring company.

30/10/2026

Be warned, don't GHOST your financial future....👻👻
Happy Halloween Weekend, Boils and Ghouls!🎃🎃🎃

29/10/2026

Q: How do social media managers feel when it’s THEIR birthday?
A: Pretty ‘content’. (Ha! Get it?)
Just keeping it reel.
Happy Birthday, Carly. Love…Carly?

29/10/2026

Deserted Islands, Hidden Talents, Money Well Spent....we've been diving into some more Vlog Content lately and asked AI to hit Amy up with some warm up questions before the 'hard hitting stuff' so she could get use to the whole 'you're being filmed' thing....and it knew EXACTLY what to ask her.

14 Years of Michele with one L.As she heads deeper into her 'teenage years' with us we are so very grateful that this 't...
27/10/2026

14 Years of Michele with one L.
As she heads deeper into her 'teenage years' with us we are so very grateful that this 'teenager' is capable of answering questions using full sentences and reserves eye rolls only for when her computer decides to do an update mid appointment booking.

Happy Work-Aversary month, Michele! Reception would feel a little less bubbly without you!

You don’t need to be a numbers person, that's what we are for, but it helps to know which numbers deserve your attention...
22/10/2026

You don’t need to be a numbers person, that's what we are for, but it helps to know which numbers deserve your attention!

Colonial First State has pulled together eight important figures that could shape retirement planning, from new tax rates and super thresholds to changes affecting investments held outside super.

READ MORE 👉https://tinyurl.com/3fpmya3t

20/10/2026

We Walked For Mental Health - Please Donate🧡🧡🧡
On Sunday, the rain paused long enough to give us a little sunshine as Jen, Amy and Carly headed down to Captain Burke Park underneath the Story Bridge to join over 2,000 community members at the 16th Annual Walk for Awareness hosted by the Mental Awareness Foundation

Our Goldsworthy Trio volunteered at the event entrance itself, greeting walkers, supporters, carers, pram residents, mini-marchers and a whole range of 4-legged friends who joined forces to shine light on a what can be a dark subject.

The walk covers 9km around our beautiful river city of Brisbane. 9km for the 9 lives lost to su***de every day around Australia. This hard working foundation has grown in numbers and strength since it's inception 16 years ago, having raised over $2 million in that time.

These funds are shared heavily with grass roots mental health programs and initiatives trying to make a difference on the front lines for those in need as well as the educational programs and events the team at MAF have internally developed.

Jen, Amy and Carly would LOVE to hit $1,000 in donations and sit at $400 right now. Anything you can spare we would be so grateful. Every $100 raised helps at least 2 teens connect with potential life saving counselling sessions. Help us make a difference for 20 kids!

DONATE TODAY: https://walkforawareness.org.au/page/Goldsworthy-95943797

Financial confidence doesn’t come from knowing exactly what happens next—it comes from being prepared for whatever does.
19/10/2026

Financial confidence doesn’t come from knowing exactly what happens next—it comes from being prepared for whatever does.

You may have seen the “widow tax” making headlines, but what was it? The unintended negative-gearing issue affecting som...
14/10/2026

You may have seen the “widow tax” making headlines, but what was it?
The unintended negative-gearing issue affecting some property transfers after death or relationship breakdown has now been addressed by Parliament.
READ HERE: https://tinyurl.com/y7jmbba5

12/10/2026

📽️WHAT'S BREWING | Are we your cup of tea? 🫖
When it comes to financial advice, the right fit matters and our “ideal client” has far less to do with bank balances than one may think.

In Episode 3 of our Financial Planning Vlog - What’s Brewing, Amy chats about what makes a great adviser-client partnership, the importance of open communication and why the best results happen when everyone is genuinely working towards the same goals.

Here’s a quick taste and you can watch the full episode here 👉https://youtu.be/WF9-ChTD4mw?si=mbTpKxYh6gPFYwlu

Address

50-56 Sanders Street, Upper Mount Gravatt
Brisbane, QLD
4122

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61734213700

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