Goodman Private Wealth Ltd

Overview

Goodman Private Wealth works with successful individuals and families through private wealth planning, family office administration and philanthropy support. The firm reports that more than 40 percent of its private wealth clients have worked with it for at least a decade, with some relationships continuing across generations.²

History

The firm says its origins are in chartered accounting and that it began focusing exclusively on financial planning in 1987. Goodman Private Wealth updated its name in 2016 while reaffirming its vision of advising successful individuals and families. It reports winning the ifa Excellence Awards Client Servicing Company of the Year in 2022 and being certified as a Great Place to Work.¹

Timeline

1. 1987The firm says its origins are in chartered accounting and that it began focusing exclusively on financial planning in 1987.
2. 2016Goodman Private Wealth updated its name in 2016 while reaffirming its vision of advising successful individuals and families.
3. 2022It reports winning the ifa Excellence Awards Client Servicing Company of the Year in 2022 and being certified as a Great Place to Work.

Leadership

Robert Baker is Chairman. Brad Church is Chief Executive and Senior Adviser. James Goodman is Senior Adviser, and Sharyn Besch is Financial Planning SME.³

Services

Goodman’s private wealth services include values based financial planning, investment selection and management, coordinated professional advice, progress reporting, strategic planning and philanthropy guidance.²

Its Private Family Office provides family record administration, filing, bookkeeping, intergenerational wealth transfer planning, investment management, technical financial and tax strategies, private wealth planning and philanthropy support.⁴

The firm’s philanthropy service covers values alignment, giving strategy, affordability, charitable investing, tax effective giving, family and compliance meetings, and charitable structures. Goodman says it can act as trustee and responsible person for Private Ancillary Funds.⁵

Goodman advises significant public and private ancillary funds, particularly in South East Queensland. The firm also helped establish and sponsor the Queensland Community Foundation Environmental Philanthropy Award.⁵

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay

Client focus

Goodman Private Wealth serves successful individuals and families, including families seeking coordinated financial, administrative, investment, tax and philanthropic support.¹⁴

Approach

Goodman describes its approach as Values Based Financial Planning, linking financial choices with clients’ goals and deeply held values.²

Registration

Goodman Private Wealth Ltd states that it holds Australian Financial Services Licence 238363. ASIC identifies its Professional Registers Search as Australia’s national register for financial services licensees.⁶

FAQs

Related resources

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  Profiles of EWM Group, Keystone Private and Major Domus provide comparison points for readers reviewing private wealth and family office providers. Looking across these firms can help a family or business owner consider differences in service scope, client focus and administrative support alongside Goodman Private Wealth.

Sources

1. Goodman Private Wealth: Our Story
2. Goodman Private Wealth: Private Wealth
3. Goodman Private Wealth: Private Wealth Team
4. Goodman Private Wealth: Family Office
5. Goodman Private Wealth: Philanthropy
6. Goodman Private Wealth Website Disclaimer ; [ASIC Professional Registers](https://asic.gov.au/online-services/search-asic-registers/professional-registers/)

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.