Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Initial Meet & Greet

An obligation-free one hour appointment to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Get in Touch

Call 07 3421 3700

Our Location

L5 Hypercentre, 50-56 Sanders St,
Upper Mt Gravatt, QLD 4122

Mailing Address

PO Box 6529,
Upper Mount Gravatt, QLD 4122

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Goldsworthy Private Wealth Pty Ltd ABN 24 657 947 101 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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