Goldsworthy, Trustworthy

Goldsworthy, Trustworthy Goldsworthys provide Financial Planning and General Insurance solutions to our clients and their families. The proof is in our reception. So has Goldsworthy.

When making general insurance and financial planning decisions, we help secure your future, relieve stress and provide you protection. Goldsworthy is the oldest privately owned AMP practice in Australia. Our history dates back to 1963 when Bill Orr – a 6’ 4” former World War II pilot – started as an AMP agent in Tamworth, NSW. The following year he set up office at Stones Corner in Brisbane. The o

ldest…but the youngest

Katrina and Ralph Goldsworthy – Bill Orr’s daughter and son-in-law – joined the practice in 1990. In 1994 the fast growing practice was divided in two, with Ralph Goldsworthy running financial planning and Katrina Goldsworthy running general insurance. In 2004, Katrina and Ralph’s two young daughters – Jennifer and Kate – joined the practice and fast forward to 2022 have recently bought out the business from their parents with Kate now Director of Goldsworthy General Insurance Services and Jennifer Director of Goldsworthy Private Wealth.

50 years of recognition

Almost every year since the practice was founded, Goldsworthy has been recognised as one of the leading AMP practices in Australia. Each of the 50 Royal Copenhagen plates signifies a year of outstanding achievement. In the past few years, Jennifer Goldsworthy has added a couple of personal awards to our collection: in 2007 – at the age of 21 – she won a New Advisor of the Year award with AMP and in 2010 she won an AMP Advice & Innovation award. Goldsworthy…trustworthy

The world has changed completely in the last 50 years. The only thing we haven’t changed is the one thing we’ll never change: we built our practice on trust and everything we do is guided by this. It’s the only way we know how to run a practice and it seems to work: many of our clients have been with us for decades, some since the very beginning. We would love to welcome you into our family as well.


**“The information on this page does not take into account the objectives, financial situation or needs of any person. Before making a decision, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs.”**

Goldsworthy General Insurance Services Pty Ltd ACN 079 803 035, is an authorised representative of Resilium Insurance Broking, ABN 92 169 975 973, AFS Licence No. 460382. Goldsworthy Private Wealth Pty Ltd ABN 24 657 947 101 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited (AFSL No. 232706).

01/08/2023

Final boarding call for all online passengers travelling to the NEW Goldsworthy pages to please do so immediately.

The gates to THIS old page will soon be closed (today!). On behalf of Goldsworthy Investments (this old page), we thank you for choosing to fly (follow) with us over the last 13 years and wish you safe travels ahead (on our new pages!).

For Financial Planning services follow Goldsworthy Private Wealth and for General Insurance services follow Goldsworthy General Insurance Services

We look forward to having you fly with us again soon.

06/07/2023

THANK YOU! Recently we launched our brand new page for Goldsworthy General Insurance Services, the second and final stage in a new era of social pages for Goldsworthy. The original page you are viewing this post on will be ARCHIVED OFFLINE at the end of this month so if you would like continue seeing our fabulous faces and wise words of insurance wisdom pop up in your feed, PLEASE jump ship now to avoid such bitter disappointment should you cease to see our content! 😉😉

CLICK THIS WAY - Goldsworthy General Insurance Services

*** NEW PAGE LAUNCH - PART 2 ***Following on from the launch of Goldsworthy Private Wealth's new social pages recently, ...
16/06/2023

*** NEW PAGE LAUNCH - PART 2 ***
Following on from the launch of Goldsworthy Private Wealth's new social pages recently, we are so excited to now launch the second half of the project. Kate and her team at Goldsworthy General Insurance Services have just moved into their new online home and we'd love you to jump over to the new page and have a snoop around. We've pre-populated it with plenty of fresh content for your eyeballs to indulge and your clicking fingers to 'like'.

This page will linger round like an awkward party guest for a little while until we decide to turn the lights off and send her home to bed. She might have a few last songs to sing just to make sure you've got the 'new pages' memo, so be kind and indulge her while she does...

See you all on the flip side!

MEET THE QUEEN BEE: Greetings!! We’re all a buzz to have you here on the Goldsworthy General Insurance Services page, or GGIS for the bite sized version. Kate Greaves is a third-generation owner in her family’s business.

As Director of GGIS since 2021, she follows in the footsteps of her mother and grandfather who have laid down a strong foundation upon which she intends to lead her hive to thrive.

Kate is dedicated to fostering long term, honest relationships between broker and client, continuing a family legacy of work ethic that has proven itself time and time again for over 6 decades.

“Helping people is our passion. Finding the right insurance can feel like a minefield. We’re here for 2 reasons - 1. To make it easy and 2. To protect what’s valuable. It’s that simple.”

With Kate as the team’s Queen – the future is looking bee-yond bright!

PHOTO CREDIT: ALEX O - Brisbane Personal Branding + Product Photographer

We did it!! We hit our $1000 fundraising target. On the 21st of May - Kate, Carly and Lita joined the JoJo Legends team ...
01/06/2023

We did it!! We hit our $1000 fundraising target. On the 21st of May - Kate, Carly and Lita joined the JoJo Legends team and walked with a sea of blue to support the fight against Motor Neurone Disease.

Jo has an incredible attitude despite the cards she's been dealt and it was an absolute honour for to walk with her and her community in the sunshine.

It was also very special to witness the Motor Neurone Disease Association of Queensland receive a HUGE $250K surprise donation from Premier Annastacia Palaszczuk in person and to see how much it meant to their hard working staff and volunteers.

Thank you to our own set of fundraising superstars for helping us achieve our target for Jo - with a special mention to Total Fleet Maintenance for getting us well and truly over the line! Thank you, thank you, thank you!

Sometimes life 'sucks' - but it sucks just a little less when you are able to give back together.

An absolutely beautiful day...

30/05/2023

THANK YOU! We’ve loved seeing you jump across to the 1st of our 2-part launch in the new era of Goldsworthy's social pages. Jen and her team are grateful for the ‘fresh love!’ Keep it comin’!! Make sure you head over to Goldsworthy Private Wealth if you haven’t already to stay in touch – we’ve got a whole bunch of NEW stuff on the boil!
Meanwhile, this page will hang around a little while longer yet as we work towards the 2nd launch in the coming weeks for our ‘sister’ (that's literal) company Goldsworthy General Insurance Services, so you’ll still see a bit of content pop up here from time to time until she officially ‘retires’ from cyberspace.

***NEW PAGE LAUNCH***We have a fresh Facebook account for Goldsworthy Private Wealth (GPW). Recently Goldsworthy has spl...
26/05/2023

***NEW PAGE LAUNCH***
We have a fresh Facebook account for Goldsworthy Private Wealth (GPW). Recently Goldsworthy has split its Financial Planning and General Insurance departments into TWO separate businesses which in turn means we are also splitting all the socials, newsletters and websites accordingly.

So this is Part 1 - GPW is the first cab off the rank to launch a new line of social pages. You can join Jen and her team at Goldsworthy Private Wealth by clicking the new page name below and giving it a fresh follow.

Part 2 will see the launch of Goldsworthy General Insurance Services (GGIS) in the weeks to come!

IMAGE CREDIT: ALEX O - Brisbane Personal Branding + Product Photographer

THE DRIVER. Welcome and thank you for 'clicking by' the Goldsworthy Private Wealth page. Jennifer Goldsworthy is a third-generation owner in her family’s business. As Director of GPW since 2022, she follows in the footsteps of her father and grandfather who have paved the way before her.

With a passion for people-based advice, Jennifer loves being able to help clients achieve their financial goals and take full control over their finances.

“Being ‘wealthy’ means something different to everyone, and uncovering what it means to YOU is what I’m here to do and help you get there.”

Every business needs a 'driver' to navigate all kinds of conditions and Jen's one you can happily rely on behind the wheel.

17/05/2023

YAY FOR MUMS!
Well, it wouldn't be in the true spirit of 'motherhood' if we were to post this on time now would it. So here's our 'yep, we're running late' Mother's Day post tribute courtesy of our smallest 'extended' team members.
Warning: Video content displays EXTREME levels of CUTE. Parental Guidance (and patience) was 100% required to create said video content.

"Long Live The King!" - Ralph's Retirement ANDOur 60th Business Birthday Celebration at Goma RestaurantWe had the most b...
03/05/2023

"Long Live The King!" - Ralph's Retirement AND
Our 60th Business Birthday Celebration at Goma Restaurant

We had the most beautiful afternoon celebrating 60 years in business across 3 generations AND formally wishing a Happy Retirement to Ralph Goldsworthy

Even though Katrina Goldsworthy retired in 2010, it was their business partnership together during the 90's that solidified what founder Bill Orr (Katrina's father) and wife Millie, had begun in 1963.

We had the honour of having some special guests join us to help kindly nudge the bar tab along. Thank you to family members, Trevor and Di - Millie Orr's brother and sister-in-law, for sharing stories from the past with the 'young ears' of today along with Katrina's sister Shelly. Also thank you to long term friends and former AMP industry colleagues Russ and Greg, and Greg's wife Kim, for being there as well.

If you're interested in knowing the 'full story' of just how we got here across the last 60 years - you can read all about it here in our recently released special edition newsletter https://lnkd.in/g2yf8vWB

Thank you to Flowers of the World - Brisbane for the beautiful table decorations (that are STILL making our reception space smell delightful) and to Goma Restaurant for the incredible service and most delicious menu! You looked after us so well.

And lastly - thank you King Ralph. For being such a strong pillar of leadership and trust while at the helm of this ship for over 30 years. For everything seen and unseen that you've done and inspired. For all the lives you've changed for your clients and for always making time to listen and chat to us, the staff. The success of the business aside, it's your kindness, gentle humour and big heart that is most important. We are all the better for knowing you and we wish you a retirement full of happy memories created with your family and friends.

Please visit...there will always be a cup of tea here for you.

"Are we eeeever gonna work five days agaaaain?"Labour Day rounds out a month's worth of short weeks. Back to the 'norm' ...
30/04/2023

"Are we eeeever gonna work five days agaaaain?"
Labour Day rounds out a month's worth of short weeks. Back to the 'norm' next week.

On 21 May 2023, a group of us at Goldsworthy will be walking in the Walk to D-Feet MND Charity Fundraiser to support the...
28/04/2023

On 21 May 2023, a group of us at Goldsworthy will be walking in the Walk to D-Feet MND Charity Fundraiser to support the wonderful Jo Boon (JoJo) who is fighting the good fight against MND (Motor Neurone Disease Association of Queensland). Jo has become a good friend of our Director Kate Greaves. She was told she had 6 months to live and is still here almost 4 years later. We want to help increase awareness of the impacts of MND that take a person’s ability to move, speak, swallow and eventually breath.
$1000 is our fundraising goal - if you can spare some loose change we would be so very grateful! Here's the magic link to take you to our page.
https://lnkd.in/gHVfVA_h

Thank you!

"They gave their today so we could have our tomorrow."While you're enjoying your Anzac bicky and cuppa, take a moment fo...
24/04/2023

"They gave their today so we could have our tomorrow."

While you're enjoying your Anzac bicky and cuppa, take a moment for the soldiers that landed on the beaches of Gallipoli that day - not knowing if they'd ever go home.

Market Update! How did we land at the end of the first quarter? Click here to find out tinyurl.com/452uakkz
21/04/2023

Market Update! How did we land at the end of the first quarter? Click here to find out tinyurl.com/452uakkz

Address

Level 5 HyperCentre, 50-56 Sanders Street, Upper Mt Gravatt
Upper Mount Gravatt, 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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