21 Nov 2022
I am very proud to announce Goodman Private Wealth won the 2022 Client Servicing Company of the Year award at the recent ifa Excellence Awards.
The ifa Excellence Awards is the pinnacle event for the nation’s independent financial advice sector and this award recognises the advice firm that has delivered the most outstanding client experience.
As a finalist for the past three years, there is no doubting the consistently high standard of service we deliver our clients, and winning the award in 2022 is welcome recognition for our hard-working team. Their commitment to clients through a very challenging and disruptive period has required an extraordinary effort, much of which happens behind the scenes. I am immensely proud to see our people and their efforts being brought to the fore and independently recognised.
Goodman Private Wealth has a long held vision to be the leading private wealth advisers for successful families. Winning the ifa Excellence Awards - Client Servicing Company of the Year for 2022 represents another milestone on the journey toward achieving our vision.
Please join with me in celebrating our team!
18 Aug 2023
We are thrilled to announce that Goodman Private Wealth has ranked as one of Australia’s Best Workplaces™ for 2023 by the global authority on workplace culture and employee experience, the Great Place to Work® Institute!
12 May 2023
I am immensely proud to announce that Goodman Private Wealth has been officially certified as a Great Place to Work by the global authority on workplace culture and employee experience, the Great Place to Work® Institute.
14 Mar 2023
As long-time friends of the Queensland Community Foundation (QCF) we invite you to support the QCF Photo Challenge—the perfect way for photographers, instagrammers, community groups, and non-profit organisations to tell their stories and share their work.
11 Apr 2022
We would like to share the news about the Queensland Community Foundation’s new Environmental Philanthropy Award which recognises an outstanding Queensland individual, family, or family foundation with a proven record of exceptional environmental philanthropy endeavours.
26 Nov 2021
Many people express a desire to be involved in philanthropy but aren’t sure where to start. Here are some simple steps to help get you started on your personal philanthropic journey inspired by our recent conversation with philanthropists Professor Ian Frazer and Caroline Frazer.
29 Sep 2021
In this edition of The Goodman News we explore social impact investing and incorporating the latest superannuation changes into our clients' individual plans, plus we congratulate our team on being finalists in the ifa Excellence Awards - Client Servicing Company of the Year for the third year running.
29 Sep 2021
This new financial year sees a range of superannuation law changes taking effect. For many, it is an opportunity to set aside more capital for retirement funding (in a tax preferred manner). For our clients, we understand these changes and have incorporated them into your individual plan so that you get the full benefit.
16 Dec 2020
The Australian Financial Review recently published its annual Rich List, detailing Australia’s 200 wealthiest individuals and families. For those of you who aren’t on the list, or who missed it, in 2020 you need to have amassed at least $540 million. Excluding your yacht.
16 Dec 2020
I am often asked ‘What is estate planning?’ For me, estate planning is about passing appropriate assets to the appropriate people at the appropriate time. In many cases, that means passing assets (or knowledge or values) to the next generation during a client’s lifetime. For many people, ...
14 Dec 2020
In this edition of The Goodman News we reflect on successfully steering our clients to success in a very turbulent year and questions about how you compare financially, plus we congratulate our team on being finalists in the ifa Excellence Awards - Client Servicing Company of the Year for the second year running.
6 Oct 2020
The financial services industry is an extremely well-funded sales machine. For generations, financial advisers and investors have been sold the belief that financial problems are solved by having the right financial product. Of course, it suits financial institutions to perpetuate this belief because it drives more product sales. Well, don’t buy it! Chief executive and Senior Adviser Brad Church explains why.
20 Dec 2018
The world-wide drive for social change, ‘giving affordability’, and how ‘helping others’ is a fundamental to a significant and fulfilling life, were some key themes at our annual client event in October. And based on feedback from those attending, it might well have made for our best event in 31 years!
24 Nov 2017
Next in our series of interviews with people who have been part of our 30 year journey, we speak with Goodman Chief Executive Brad Church. Read on to hear about how his career began, the vision for the next 30 years and the important place clients hold at the heart of the firm.