Goldsworthy Private Wealth - Upper Mount Gravatt, QLD

Address: Level 5 Hypercentre U35/50, 56 Sanders St, Upper Mount Gravatt QLD 4122, Australia.
Phone: 734213700.
Website: goldsworthypw.com.au
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 36 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Goldsworthy Private Wealth

Goldsworthy Private Wealth Level 5 Hypercentre U35/50, 56 Sanders St, Upper Mount Gravatt QLD 4122, Australia

☎️734213700

⏰ Open Hours of Goldsworthy Private Wealth

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Goldsworthy Private Wealth

Goldsworthy Private Wealth is a reputable financial planning company located at Level 5 Hypercentre U35/50, 56 Sanders St, Upper Mount Gravatt QLD 4122, Australia. The company specializes in financial planning and has built a strong reputation in the industry. Their office is easily accessible, with wheelchair-friendly facilities including a wheelchair-accessible entrance, parking, and toilets.

In addition to their physical location, Goldsworthy Private Wealth offers online appointment scheduling, making it convenient for clients to manage their finances from anywhere. The company is also women-owned, which adds a unique aspect to its identity in the financial services sector.

With an impressive average rating of 5/5 based on 36 reviews on Google My Business, it is evident that Goldsworthy Private Wealth has consistently delivered high-quality service to its clients. Their commitment to client satisfaction and tailored financial solutions has earned them a loyal customer base.

To make an appointment, it is recommended to contact the company directly via phone at 734213700 or visit their website at goldsworthypw.com.au. The staff at Goldsworthy Private Wealth are dedicated to helping clients achieve their financial goals and provide personalized attention to each client's unique needs.

For those seeking a reliable and experienced financial planning company, Goldsworthy Private Wealth is an excellent choice. With their convenient location, wheelchair-accessible facilities, strong online presence, and exceptional customer reviews, they have set a high standard in the industry.

👍 Reviews of Goldsworthy Private Wealth

Goldsworthy Private Wealth - Upper Mount Gravatt, QLD

Sandie W.

5/5

Jennifer Goldsworthy was recommended to us by friends. At our initial free consultation, we were blown away with her confidence, outstanding expertise and knowledge, highly personable and empathic nature, and obvious passion for her work. She instilled such confidence in us right from the outset.

Engaging Jennifer’s services has turned out to be one of the best investments we have made in our entire lives. She has made a HUGE difference to our financial situation and therefore our retirement. Not only that, but she is such a joy to deal with. She is 100% dedicated to her work and is highly responsive to any communication. Nothing is ever too much trouble. The entire team at Goldsworthy Private Wealth are highly professional, welcoming, efficient and a pleasure to deal with. We could not recommend them highly enough.

Allan C.

5/5

Having been a client of Goldsworthy Investments for many years, I can confidently say that Jen and her magnificent team are in a league of their own. Their dedication to their clients is evident in every interaction. They don't just manage investments; they build relationships based on trust and a deep understanding of individual financial goals.
Jen has an incredible talent for making complex financial strategies feel accessible and easy to understand. She takes the time to explain every detail, ensuring I'm always comfortable and confident in the decisions we make together. The entire staff mirrors this level of professionalism and care. They are always prompt, courteous, and incredibly knowledgeable. It's truly a pleasure to work with a team that is so genuinely invested in my success. Their expertise has been instrumental in helping me navigate various market conditions and secure my financial future. I highly recommend Goldsworthy Investments to anyone seeking top-tier financial guidance and a team that genuinely cares.

Julie C.

5/5

Our experience with Goldsworthy P/Wealth and Amy Nightingale over the past 5 years has been excellent. All the staff are so friendly and go out of their way in assisting you. Financial advice has helped us to retire early from work and set us up to enjoy life. I suggested to one of my friend's to come talk with Amy Nightingale, he now has signed up with Goldsworthy P/ Wealth.

Sandy C.

5/5

Thank you Goldsworthy Private Wealth for making my financial life stress free. I've been a client for over 15 years. In the past 4 years helping me with my retirement. This can be quite a daunting time but they set up a plan, explaining every step in "Layman's Terms" making me feel confident and knowing I can enjoy this chapter in my life. I highly recommend the welcoming team at Goldsworthy.

Jessica R.

5/5

My husband and I have been very pleased with the financial planning advice we have received over many years from Amy Nightingale at Goldsworthy Private Wealth. Amy really knows her way around all the rules and products to help us get the best setup for our financial situation which is a little complicated. The whole team at Goldsworthy is friendly, professional and very prompt in responding to our queries. We highly recommend Amy and the team!

Stephen G.

5/5

As a Woolworths store manager it was recommended to me, to have a free initial income check leading into retirement. Best decision ever, Jennifer Goldsworthy has given professional, sound, and logical advice over the past 5 years. Jennifer is very down to earth and obviously loves her job, and I might add, every experience I have had with any of the team there has been excellent.
Stephen G

Anne M.

5/5

After my husband died (he did all the financials), I found I needed help to sort out things like Super Accounts, Shares etc. Goldsworthy Private Wealth were recommended to me. I met with Amy and haven’t looked back. Everything is consolidated and running smoothly with no worries from me. I would highly recommend this firm to everyone.

Owen R.

5/5

I feel so fortunate to have been referred by a friend to the team at Goldsworthy Private Wealth , it’s first class in every way. Having left a 40 year corporate career 12 months ago the tailor made plans Jennifer has built for me are based on very specific discussions about my life plans and needs . The team who supper Jennifer are clearly well organised and professional in every step of the plan . You will be lucky if you find your way to be part of this !!