News & Publications

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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.

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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.

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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, ...

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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.

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16 Dec 2020

Hear from our new team members

Hear from our new team members who joined us during lockdown.

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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.

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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.

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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?

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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 ...

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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...

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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.

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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.

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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!

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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.

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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

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20 Dec 2018

Staff news - Congratulations Jane!

Our Money Manager Jane Hillyard was recently awarded a Bachelor of Accounting through the University of South Australia.

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