Goldsworthy Private Wealth is a third-generation Financial Planning company with a rich history spanning 60 years. Founded in 1963 by Bill and Millie Orr in Tamworth NSW, the business has evolved over the years to become a trusted name in financial services. Today, owned and operated by Jennifer Goldsworthy, the company prides itself on delivering superior ongoing service and building long-term relationships with clients.
At Goldsworthy Private Wealth, the focus is on helping clients achieve their financial and personal goals through tailored solutions. The company offers a range of services including financial planning, superannuation advice, insurance solutions, effective debt management, retirement planning, and estate planning. With a philosophy rooted in trust and a commitment to client care, Goldsworthy Private Wealth aims to provide education and guidance to help individuals manage their money and secure their future.
With a dedication to understanding each client’s unique needs and objectives, Goldsworthy Private Wealth strives to offer both ongoing support and ad hoc services as required. The company’s approach is centered on developing step-by-step financial strategies, making informed decisions, and ensuring that clients feel confident and empowered in their financial journey. By prioritizing trust, integrity, and personalized service, Goldsworthy Private Wealth continues to be a beacon of stability and reliability in the ever-changing world of financial planning.