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 & 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

Kind words from our clients

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Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

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Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Jane Brown

Head Accountant

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