Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Goldsworthy Private Wealth we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Investment
Building an investment portfolio is something that most people can do. If you’d like to get started and have your money to start working for you, please contact us
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
Goldsworthy Private Wealth Pty Ltd is a third-generation Financial Planning company. We will celebrate 60 years of service to our clients in March 2023.
Bill and Millie Orr started the business in 1963 in Tamworth NSW – their daughter Katrina and her husband Ralph Goldsworthy joined the practice in 1990 and in 2022 Goldsworthy Private Wealth Pty Ltd was formed – owned and operated by Jennifer Goldsworthy – Ralph and Katrina’s daughter.
In an ever-changing world, it is very hard to find professionals that you can rely upon. Oftentimes once a relationship is established, that person moves on to other opportunities and a new relationship has to be formed.
At Goldsworthy’s, we aim to deliver superior ongoing service and to care for our clients over the long term. We like to get to know our clients and our clients to get to know their Adviser as well as the practice staff – we are a family business and look after our clients like family.
Goldsworthy …. Trustworthy
The world has changed completely since our founding in 1963. So has Goldsworthy. 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 the proof is in our client base, many of whom have been with us for decades, some since the very beginning.
Prepare for tomorrow, make the most of today.
Insights
Worried about ageing parents?
Life can be busy and complex for the ‘sandwich generation’ who find themselves stuck between caring for grandchildren and ageing…
Navigating Aged Care Costs: A Financial Strategy for Peace of Mind
The biggest challenge the client faced was understanding the intricate fee structure associated with aged care. With fees such as…
Catch-up Concessional Super Contributions, Use it or Lose it!
There are a variety of situations where the catch-up concessional super contribution can help a client’s financial situation, some examples…
Unlocking Equity in Retirement
As Financial Advisers, we provide couples or individuals with strategies to help manage their finances at various stages of life.…
Centrelink Work Bonus - to work or not to work.
That is indeed the question! It is not uncommon for retirees who receive the Centrelink Age Pension to take on…
Financial Advice Fees – fixed vs percentage
One of the very first questions we often get asked is ‘how much will financial advice cost me?’ And our…