News & Publications

Please click on the links below for our latest news items, and we invite you to subscribe to our half-yearly publication, The Goodman News.

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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. 

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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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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