Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.
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.
Recognised nationwide for client service excellence (ifa Excellence Awards Winner—Client Servicing Company of the Year 2022), Goodmans is also acknowledged as an employer of choice. We are certified as a Great Place to Work by the the global authority on workplace culture and employee experience, the Great Place to Work® Institute.
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 celebrated our 30 year anniversary and reflected 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:
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:
By choosing to work at Goodmans, you are joining a team of people who are striving to be great. You are also joining an employer of choice—we are certified as a Great Place to Work by the the global authority on workplace culture and employee experience, the Great Place to Work® Institute.
You have an important role to play. As a small organisation, your contribution will influence whether the team succeeds. And it is the team’s success that ultimately ensures our clients succeed by achieving their goals.
When you join Goodman Private Wealth, your success and wellbeing matters to us. We celebrate and invest in our people and are committed to helping them achieve their best. We know there is more to life than your job—we are committed to supporting you and creating an environment where you can achieve your true state of wellbeing.
‘It’s more than business, it’s personal’
Meet some of our people and learn about their experience at Goodmans.
Nicki Coffill – Administration Manager
The people and the team culture are what set Goodmans apart, and it’s a fun place to work! Brad and James are friendly, supportive, and inclusive, from a people and a work sense, which makes it easy to come to work each day. Our clients genuinely appreciate my help, and it is very satisfying to know I make a difference. I like it at Goodmans – they’re good people!
Ryan Nixon – Family Office Administrator
In my role as Private Family Office Administrator each day brings different and interesting challenges. I enjoy helping free up our clients’ lives so they can get on with what is important to them. Being part of the Goodmans team means I am valued as an individual and not just a number, everyone wants me to succeed, my personal goals are important, I am encouraged to do well, a mistake is regarded as a learning experience, and the rest of the team always has my back.
Nacole Owen – Accounting Manager
I have been with Goodmans for over 10 years, and I really like my work and our team—it feels like a close family unit rather than a workplace. The directors, Brad and James, are very supportive and understanding leaders. They encourage us to have all elements of our life in balance as well as us pursuing further education and training.
Ashleigh Walls – Administration Manager
The best thing about working at Goodmans is our team – we genuinely care about one another. I am proud and humbled to be a member of a team which is so focused on helping our clients achieve their goals. I feel encouraged and supported in working towards my personal and professional goals, and there is a genuine interest in my personal wellbeing. Both our team and our clients appreciate the effort I make in my role as administration manager where I have a real opportunity to contribute to our success. It makes me very happy to tell friends and family that I work at Goodmans.