Goldsworthy Private Wealth

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.

"Good Job, Dad!"When Jen first walked into her father's financial planning practice as a teenager, she wasn’t following ...
04/09/2026

"Good Job, Dad!"
When Jen first walked into her father's financial planning practice as a teenager, she wasn’t following a carefully mapped-out career plan. It was because of this sentence. “If you want to go to Schoolies, you can fund it by doing two weeks’ unpaid work experience.”

A classic Dad deal - equal parts life lesson, negotiation and free labour.

What Jennifer didn’t realise was that those two weeks would shape the next two decades of her life. Sitting quietly in client meetings and taking handwritten file notes, she began to understand what her father actually did all day.

“I’d always known Dad loved what he did and that his clients loved him, but I’d never really understood why. Sitting in those meetings, everything clicked.”

More than 20 years later, Jennifer is now the third-generation owner of Goldsworthy Private Wealth, having purchased the family business in 2022. The name above the door may remain the same, but Jennifer has built a style of advice that is unmistakably her own.

And to think, it all started with a father, a deal and a teenager determined to get to Schoolies. Not a bad return on investment, Dad.

Happy Father's Day weekend to all the Dads wheelin' and dealin' deals with their offspring...for their own future good!

26/08/2026

Yep - now we're Vloggers! 😎
After keeping our pilot episode exclusively for newsletter clients, our new What’s Brewing VLOG is officially making its digi-sphere debut with Episode 2!

Get to know the advisers behind the advice, Jen & Amy, from what they love about financial planning to their own personal money habits.

Here’s a little taste......or watch the full episode on our YouTube channel here - https://youtu.be/iqpg6u_qk-E?si=xfJNWLxMauPd-5wf

✨Small money habits, repeated consistently, can build the life you're working towards.✨
24/08/2026

✨Small money habits, repeated consistently, can build the life you're working towards.✨

Two advisers. One very strong team. 💗Jen and Amy bring decades of financial services experience to the table, but it’s t...
20/08/2026

Two advisers. One very strong team. 💗

Jen and Amy bring decades of financial services experience to the table, but it’s the way they work together that makes this advice duo so formidable.

Both believe good advice begins with listening: understanding what matters to each client, recognising that everyone’s relationship with money is different and creating a plan that feels genuinely personal.

Jen brings leadership, experience and her trusted “sleep at night test”, only recommending advice she would feel comfortable following herself.

Amy brings a calm, considered and empathetic approach, helping clients move from hoping their retirement plan will work to truly believing it will.

Together, they share ideas, tackle complex strategies and ensure continuity of care for each other’s clients whenever one of them is unavailable.

Different people. Shared values. And two advisers firmly in your corner.

Have you checked your super account lately? With Payday Super now in effect, employer super contributions should be paid...
18/08/2026

Have you checked your super account lately?

With Payday Super now in effect, employer super contributions should be paid in line with your regular pay cycle, not months later.

When you've got a quick minute between inbox activity and scroll stopping memes, it’s worth checking your super account to make sure your contributions are arriving when expected and appear to be correct. It’s a small habit that can help you stay connected to the money being put aside for Future You.

Learn more through the Australian Taxation Office - https://www.ato.gov.au/businesses-and-organisations/super-for-employers/about-payday-super

🎢Office Closed🎡We’ve gotta see a cowboy about a horse, grab a Bertie Beetle showbag, devour a strawberry ice cream and b...
11/08/2026

🎢Office Closed🎡
We’ve gotta see a cowboy about a horse, grab a Bertie Beetle showbag, devour a strawberry ice cream and brave the ferris wheel queue!
In other words - we're closed Wednesday for the Ekka Show Holiday - see you Thursday!

☕Monthly Staff Fill & Spill☕Doublin' down on life's magical moments and slightly less magical moments with Jess!
10/08/2026

☕Monthly Staff Fill & Spill☕
Doublin' down on life's magical moments and slightly less magical moments with Jess!

Here’s some happy news about retirement....and it has nothing to do with never setting an alarm again. The 2026 Retireme...
06/08/2026

Here’s some happy news about retirement....and it has nothing to do with never setting an alarm again.

The 2026 Retirement Happiness Index found that retirees are happier than those approaching retirement. Even more interestingly, volunteers were the happiest group surveyed.

It’s a lovely reminder that a fulfilling retirement isn’t only about finances. Purpose, friendships, community and having something meaningful to get out of bed for all matter too.

What would feature in your picture of a happy retirement?

See the full Challenger Retirement Happiness Index https://www.challenger.com.au/individual/Campaigns/Happiness-Index

20 Whole Years!!Congratulations to our Client Service Officer, Megan who is celebrating her 20th work anniversary with G...
31/07/2026

20 Whole Years!!
Congratulations to our Client Service Officer, Megan who is celebrating her 20th work anniversary with Goldsworthy this week.
Over that time she has experienced and seen a lot of change and growth within and outside these four walls.

From seeing the evolution of paper filing systems to digital.
From answering phones 'the old fashioned way' with a handset to now chasing a mouse around on a screen to find the 'answer call' button.
She's seen the extinction of the 'fax machine' and the mail 'franking machine'.
She's worked across two generations of ownership starting with Ralph and Katrina and watched the baton pass down to their daughters.

Megan is the 'go to' for knowing the history of this business inside and out, second to the Goldsworthy family themselves.
She has worn many hats during her time here across Office Management and Client Services - all done with the greatest of care and a willingness to help.
She makes our clients feel like family and will always spare a moment to come say hello.
Her own babies were 'babies' when she started and have grown into beautiful, young, women.

Megan, we are so proud of all you have accomplished and all you continue to do for us. We thank you for the generous baking, the handy sewing, the laughs, the loyalty, the dedication and the heart.

Here's to 20 years and counting....with a few words from your team. Enjoy xx

⭐⭐⭐⭐⭐We are ALWAYS grateful for reviews left for our advisers, but it is extra special when our 'behind the scenes' Clie...
28/07/2026

⭐⭐⭐⭐⭐
We are ALWAYS grateful for reviews left for our advisers, but it is extra special when our 'behind the scenes' Client Services Team is acknowledged too. There is no advice implementation without them.

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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