Jennifer Goldsworthy

Goldsworthy Investments Pty Ltd

Platinum
15 Yrs Experience
Upper Mount Gravatt, QLD 4122

Recent reviews

Goldsworthy Investments Pty Ltd

Level 5, 50-56 Sanders Street
Upper Mount Gravatt, QLD 4122

Opening hours

  • 8:00am – 5:00pm Wednesday
  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 24
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.85
24 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"Jennifer makes us feel as though we are her only client. She fully understands our financial situation and is well informed our finances, our personalities and therefore our aversion to risk. She is always available and offers advice clearly and in a way that we understand. Through Jennifer's knowledge and understanding, we feel very confident that the advice given was right for our needs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jennifer and Goldsworthy Investments have been excellent to be a client of. They have extensive knowledge, always customer focused and willing to help you as a person to meet your financial goals. I would highly recommend them to anyone looking to have a holistic and end to end perspective of managing long term financial and retirement goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"'Jennifer has given me advice in areas including Income Protection & TPD insurance, self super fund portfolio and my brothers Trust investments. Jennifer was always able to explain things to me in a clear way. Through Jennifer's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jennifer's full care and attention when I needed it and this was supported by the friendly staff in her office"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jennifer always comes to the table fully prepared and with excellent knowledge of both my portfolio and the market. She provides advice in language I understand and always provides options for me to consider. Jennifer is outstanding and always gives advise and clarity when I need it."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jennifer is extremely professional, demonstrates high expertise in her field, accessible and a pleasure to deal with. Highly recommend her and often refer family and friends to her Without Jennifer we would not be in the positive position we are today"

  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very happy with Jen's knowledge and experience. Jen explains things clearly so we know where we are going and we are all on the same page."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jen was friendly, articulate and easily reduced financial strategy to lay terms and we felt we were listened to, and informed."

  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jen has always provided me with pertinent and knowledgeable advice on investment and superannuation matters. She always makes time to answer questions and assist with procedural matters."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jennifer has been our adviser for a long time. She advised us pre retiring. Superannuation Annuities and Centrelink. She has also checked our wills are current,, advanced health directive, life insurance and shares investments etc. Ensured we understood."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jennifer has always looked after both mine and my husband's finances and welfare. Jennifer took over from her father Ralph Goldsworthy, and both helped with every aspect of our finances. We always feel very confident our finances and well being are in the most honest and safe hands. Whenever we have any queries, Jennifer is there with advise and will always be available if we need to speak with her, whenever we feel the need to talk face to face. If for some reason she is unavailable, Jennifer and her staff make sure someone is there to help at the time. Thank you Jennifer, Ralph and all her staff for their professional, caring and showing empathy at all times."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Jennifer's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Jennifer able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Jennifer's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Jennifer to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Jennifer?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Jennifer provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Jennifer may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Jennifer Goldsworthy
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens