We are clear about our purpose. We exist to have a significantly positive impact on the lives of our clients, their families and the community.

This purpose drives everything we do. It is the reason behind our bold vision and our determination to deliver world class financial services.

Our vision is to be the leading private wealth advisers for successful individuals and families.

Goodman Private Wealth is a long established independent firm, based in Brisbane. The origins of our firm are in chartered accounting, but we decided as long ago as 1987 to focus exclusively on financial planning.

Our founder, John Goodman, saw a need particularly among families of substantial means, for a personalised service in an environment where financial choices were becoming increasingly complex and what passed for advice was too often a computer-driven commodity. He decided then that high level financial planning was a discipline demanding full-time commitment.

Today we provide an expanded range of private wealth and family office services backed by a team of experienced subject matter experts. We work with a limited number of clients to ensure quality of advice and personal attention at all times.

Our journey has required planning and innovation, for which we have been recognised at state and national levels. Our search for world class service and advice has lead us to embrace Values Based Financial Planning.

In 2016 the firm updated its name to Goodman Private Wealth and reaffirmed its vision to be the leading private wealth advisers for successful individuals and families.

In 2017 we celebrated our 30 year anniversary and reflected on the successful achievement of a rare milestone as a privately owned financial services firm.

Over many years our firm and our people have been independently recognised and applauded for their expertise and achievements, including:

• Great Place to Work certification 2023 – certified as a Great Place to Work by the global authority on workplace culture and employee experience, Great Place to Work® Institute.
• ifa Excellence Awards Winner – Client Servicing Company of the Year 2022 – recognised nationwide for client service excellence in the pinnacle event for the independent financial advice sector.  
• ifa Excellence Awards Finalist – Goals-Based Adviser of the Year 2022 – senior adviser James Goodman recognised in the leading industry awards for his focus on client goals which is the cornerstone of Goodmans. 
• ifa Excellence Awards Finalist – Client Servicing Company of the Year 2019 - 2021 – recognised for client service excellence in the pre-eminent awards for Australia’s independent and non-aligned advice community.
• Paul Harris Fellow – James Goodman recognised in 2016 for his contribution to Rotary Projects and the broader community by the Rotary Club of Brisbane High-Rise.
• Asset Innovation Award 2007 – national runner up in the succession planning category as decided by Asset Magazine/Australian Financial Review.
• Family Business of the Year Award 2006 – awarded the Family Business of the Year Award – Second Generation Category, applauding best practice, performance, professionalism and commitment to community service by a substantially family owned and managed business.
• Asset Innovation Award 2005 – highly commended on a national level in the client management category of the inaugural Asset Innovation Awards conducted by Asset Magazine/Australian Financial Review.
• Top 50 Personal Investor Masterclass 2002, 2003, 2004 – Brad Church recognised amongst the Top 50 Financial Planners in Australia for three consecutive years.
• Women in Finance Employee of the Year 2001 – Clancie Morrissey awarded employee of the year for employees of firms with less than ten staff.
• Women in Finance Employer of the Year 2000 – John Goodman and Company Limited named runner up employer of the year amongst a field of much larger financial services companies.

At Goodman Private Wealth we have a long history of supporting the community. We strongly believe we have a responsibility to put something back into the communities in which we live and work which is reflected in our company’s stated purpose to have ‘a significantly positive impact on the community’. 

Along with our significant commitment to and involvement in growing philanthropy in South-East Queensland, our contribution takes many forms and often involves our people's time, knowledge, and influence, including:

• Raising funds for a talking machine for a disabled child
• Donating office equipment to a toy library for disabled children
• Raising funds for a new school bus for a special school
• Supporting various community organisations by taking active roles on committees
• Assisting in the fundraising efforts for commutations infrastructure in East Timor
• Encouraging our team members to take a day of paid leave to volunteer for their preferred charity
• Donating to and fundraising for Opportunity International for microfinance in Asia
• Inviting our team to select community organisations to receive our support, including Rotary, Micah Projects, and the Children's Hospital Foundation
• Providing extensive considerable pro-bono administrative support and pro-bono advice to The Moreton Bay Foundation.

By choosing to work at Goodmans, you are joining a team of people who are striving to be great. You are also joining an employer of choice—we are certified as a Great Place to Work by the the global authority on workplace culture and employee experience, the Great Place to Work® Institute. 

You have an important role to play. As a small organisation, your contribution will influence whether the team succeeds. And it is the team’s success that ultimately ensures our clients succeed by achieving their goals.

When you join Goodman Private Wealth, your success and wellbeing matters to us.  We celebrate and invest in our people and are committed to helping them achieve their best.  We know there is more to life than your job—we are committed to supporting you and creating an environment where you can achieve your true state of wellbeing.

‘It’s more than business, it’s personal’

Meet some of our people and learn about their experience at Goodmans.

	Nicki Coffill – Administration Manager The people and the team culture are what set Goodmans apart, and it’s a fun place to work!  Brad and James are friendly, supportive, and inclusive, from a people and a work sense, which makes it easy to come to work each day. Our clients genuinely appreciate my help, and it is very satisfying to know I make a difference. I like it at Goodmans – they’re good people!
	Ryan Nixon – Family Office Administrator  In my role as Private Family Office Administrator each day brings different and interesting challenges.  I enjoy helping free up our clients’ lives so they can get on with what is important to them.  Being part of the Goodmans team means I am valued as an individual and not just a number, everyone wants me to succeed, my personal goals are important, I am encouraged to do well, a mistake is regarded as a learning experience, and the rest of the team always has my back.
	Nacole Owen – Accounting Manager I have been with Goodmans for over 10 years, and I really like my work and our team—it feels like a close family unit rather than a workplace.  The directors, Brad and James, are very supportive and understanding leaders. They encourage us to have all elements of our life in balance as well as us pursuing further education and training.
	Ashleigh Walls – Administration Manager The best thing about working at Goodmans is our team – we genuinely care about one another.  I am proud and humbled to be a member of a team which is so focused on helping our clients achieve their goals.  I feel encouraged and supported in working towards my personal and professional goals, and there is a genuine interest in my personal wellbeing. Both our team and our clients appreciate the effort I make in my role as administration manager where I have a real opportunity to contribute to our success.  It makes me very happy to tell friends and family that I work at Goodmans.