We’re turning 30!

25 Aug 2024

Goodmans triumphs again as one of Australia’s Best Workplaces™

We are delighted to share the fantastic news that Goodman Private Wealth has once again ranked as one of Australia’s Best Workplaces™.

10 Oct 2023

Goodmans congratulates 25-year work anniversaries!

We are delighted to recognise two members of our team who are celebrating 25 years with Goodmans – Brad Church and Clancie Morrissey!

18 Aug 2023

Goodman Private Wealth ranks as one of Australia’s Best Workplaces in 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 Jun 2023

Announcing the 2023 Queensland Environmental Philanthropist of the Year

We are delighted to celebrate Bob McCosker as the 2023 Queensland Environmental Philanthropist of the Year for his amazing work building and funding a sea turtle rescue centre on Quoin Island.

12 May 2023

Goodman Private Wealth celebrates Great Place to Work certification

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

What does kindness look like through your lens?

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.

21 Nov 2022

Goodman Private Wealth named 2022 Client Servicing Company of the Year

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.

11 Oct 2022

Goodmans announced as finalists in the ifa Excellence Awards

We are excited to announce that Goodman Private Wealth has been shortlisted as a finalist in two categories of the ifa Excellence Awards 2022: Client Servicing Company of the Year and Goals-Based Adviser of the Year.

16 Jun 2022

Meet the winners of our new Philanthropy Award

We are thrilled to announce that local renown conservationists the late Steve Irwin and the Australia Zoo Wildlife Warriors were named 2022 Queensland Community Foundation (QCF) Environmental Philanthropist of the Year.

11 Apr 2022

New Philanthropy Award – nominations closing soon!

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.

27 Mar 2022

Some compelling stories about giving

Here, we share some compelling stories about giving which underline a range of insights, innovation, and thinking in philanthropy.

26 Nov 2021

Philanthropy - some steps to get you started

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

The Goodman News

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

Supporting Mater Smiling for Smiddy

Earlier this year, James Goodman joined a group of 50 cyclists for a bike ride in Far North Queensland with not-for-profit Mater Smiling for Smiddy.

29 Sep 2021

What sort of returns are you looking for?

Investing used to be about targeting the best financial return – pure and simple. However, in recent years, the once niche idea of looking for an additional type of return - a ‘social impact’ return – has come into consciousness for many people.

29 Sep 2021

Super changes and your individual plan

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 Sep 2021

Understanding family philanthropy

At Goodmans, we can help you determine whether philanthropy should form part of your plan for living your life with purpose.

27 Jul 2021

A guide to gifting money to your children

There comes a time in the parental journey when your love and support include the gift of money.

9 Feb 2021

Are all your financial cards on the table?

If you’re part of a couple, you might have noticed that often one person takes the lead in joint projects such as arranging holidays, getting the kids ready for the start of the school year, or brewing the morning coffees.

16 Dec 2020

Do I compare financially?

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

Is your estate planning appropriate?

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, ...

16 Dec 2020

Goodmans recognised for excellence in client service

We are proud to be named as a finalist in the ifa Excellence Awards 2020 for Client Servicing Company of the Year for the second year running.

14 Dec 2020

The Goodman News

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

How to make the best decisions about your money

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.

12 Aug 2020

Why do you give?

It’s ironic isn’t it? We put a great deal of effort towards making money, into earning it, growing it, and protecting it. Then, sometimes we go ahead and just give some of it away with no tangible benefit in return. Why is that? Why do we give?

9 Jun 2020

Does your financial plan pass the resilience test?

The COVID crisis has been a significant test of resilience for our clients’ financial plans and we are proud that all have successfully passed the test. At Goodmans, we always think about ...

3 Mar 2020

Podcast: Goal setting – a new perspective

Chief Executive Brad Church says he has learnt some essential lessons about goal setting from the successful business owners he works with...

20 Dec 2018

The Goodman News

Welcome to the Summer edition of the Goodman News where we reflect on the current state of the Financial Services Industry and shed light on philanthropy.

20 Dec 2018

Insights into longevity

During our recent training and professional development trip to America, James Goodman and I were privileged to join a field trip to Human Longevity Inc in California. Here I share with you what we learned.

20 Dec 2018

From success to significance

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!

20 Dec 2018

Giving Discussions

‘Philanthropy’: it means love of humankind, manifested by the doing of good - expressed especially by the generous donation of money to good causes.

20 Dec 2018

My GP outrage

Hear about James' outrage around the financial services industry told through the story of his visit to the GP

5 Sep 2018

Focus: Are you a philanthropist?

In a recent ABC radio interview for Focus, James Goodman shares some insights on philanthropy in Australia and highlights of the Goodman Foundation story.

12 Jul 2018

From disillusionment to confidence – a client story

We’ve invited some of our longstanding clients to share their Goodmans story. Here we chat with Jackie and Barry about what they value about their relationship with us and what brings them peace of mind.

9 May 2018

The Goodman News

Welcome to the Autumn edition of The Goodman News, where we highlight how we manage risk to help you achieve your most important goals with the highest level of probability.

9 May 2018

Conversation with Frith Graham

Head Trekker, GirlsTrek

Frith Graham, the founder of the all girl getaway and hiking success story, GirlsTrek, chats with James Goodman about her business journey and defining what women want from adventure.

9 May 2018

Spectacular Art - Opening Night

We are long-time supporters of the Rotary Art Spectacular, Queensland’s largest and most prestigious annual art exhibition.

9 May 2018

New artwork at Goodmans

Speaking of spectacular art, if you have visited our office recently, you may have noticed some new artwork in our meeting room. This piece was painted by one of our longterm clients, Nikki Makiol.

9 May 2018

Managing Risk - It's more than just insurance...

By Mark Everingham

When planning for your future and achieving your goals and objectives, a robust risk management plan is the safety-net providing the best chance of your plans coming to fruition if unplanned events occur.

20 Dec 2017

Delegation and a happy life

Just wondering if you’ve ever thought about the important areas of your life that can’t be delegated?

20 Dec 2017

The Goodman News

Welcome to the Summer edition of The Goodman News where we focus on helping you develop strategies to achieve your goals and aspirations

20 Dec 2017

Meet Clancie Morrissey

Clancie Morrissey, our Portfolio Administrator and Quality & Standards Manager, has been an integral team member for 20 years. We chat with Clancie about what she values most about working at Goodmans, her “home away from home”.

20 Dec 2017

Celebrating success

Watching an interview with then Prime Minister John Howard, in the day or two after his coalition was re-elected in 2004, one thing stuck in my mind.

24 Nov 2017

Catch up with Brad Church

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.

16 Oct 2017

Catch up with Geraldine Simpson – our longest serving employee

Continuing our 30 year celebrations we chat with our longest serving employee Geraldine Simpson about achieving great things, her “other family”, and establishing Women in Finance.

1 Sep 2017

Catch up with James Goodman

As part of our 30 year celebrations, we’re catching up with some of our team members and sharing their story with you.
Here, we chat with Senior Adviser James Goodman about how his role has evolved over the years and what Goodman Private Wealth means to him.

7 Jul 2017

The North Korea Plan

Senior Adviser James Goodman explains how we make sure you have a plan which gets you where you want to be regardless of any surprises along the way.

7 Jul 2017

Spotlight on superannuation reforms

Financial planning expert Sharyn Besch shines the spotlight on some key superannuation reforms and some not so well known changes.

7 Jul 2017

Catch up with John Goodman

We begin our 30 year celebrations by catching up with our former Chairman John Goodman to chat about his vision, inspiration and leadership.

28 Jun 2017

The Goodman News

Welcome to the first edition of The Goodman News, our new look newsletter focusing on helping you develop strategies to achieve your goals and aspirations.

13 Dec 2016