Our Story

Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.

Who We Are

We are approachable, caring professionals trusted to deliver top tier private wealth and family office services, with over 30 years' experience. With a proud history spanning more than 30 years, we are committed to providing continuity of advice for future generations.

We bring a different perspective, using strategic Values Based Financial Planning that delivers better outcomes for clients. Our reputation has evolved from our proven ability to deliver a sustainable plan of action to realise your vision.

Your success matters to us. Our highly skilled team of experts, with their depth of experience and understanding, take pride in creating tailored solutions ensuring you have the highest probability of achieving your goals.

Today, we work with a limited number of individuals and families who have typically been referred to us by other clients and professional service firms. With a proud history spanning 30 years, we are committed to providing continuity of advice for future generations.

About Us

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 celebrate our 30 year anniversary and reflect 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:

  • IFA Excellence Awards Finalist - Client Servicing Company of the Year 2019, 2020 & 2021 – the firm was recognised in consecutive years 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.

Our People