Jennifer Goldsworthy

Goldsworthy Private Wealth

Silver
18 Yrs Experience
Upper Mount Gravatt, QLD 4122
4.93
30 Reviews
5
4
3
2
1
4.93
Clear communication
4.93
Knowledge & expertise
5.00
Customer care
4.87
Likely to recommend
Showing reviews 1—10 of 30

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5.00

"Jennifer and her staff oozed friendliness and professionalism the moment you walk into their office. Jennifer certainly knows her business and how to explain in terms that are easily, and fully understood. She is fully transparent with cost, and risks. It is a pleasure doing business with her and all her staff."

  • Superannuation
  • Retirement & Pension
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have never had an adviser as dedicated and knowledgeable as Jen from Goldsworthy Private Wealth. Each time we have contact with Jen we are always greeted with a smile and a genuine interest in our needs. Cannot speak more highly of Jen. If you're in need of a financial adviser, Jen is the one for you, you won't be disappointed."

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

"Jen is a solid honest rock in my life. Her friendliness, honesty, integrity and knowledge in her professional financial adviser field is second to none. I am very blessed to call Jen and the Goldsworthy Team my friends. Thank you for all you have done and continue to guide me through my retired years. You are the best."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jennifer has always demonstrated the highest level of professionalism, knowledge and expertise. Jennifer is highly competent and extremely personable, always patient and calm in her descriptions and explanations. Jennifer always responds in a timely and appropriate way to any inquiries. Jennifer demonstrates a complete awareness and understanding of the Finance/ Wealth industry and this has been reassuring and helpful. I would highly recommend Jennifer to anyone who is seeking consistent, up to the minute and fully relevant advice."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jennifer is friendly, efficient and very knowledgeable in her work and advice. She is very accommodating to our needs and requirements."

  • Superannuation
  • Retirement & Pension
  • Property Investment
  • Cashflow & Income
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel very confident in Jennifer's capabilities. She is confident and immediately I knew we were on the same page. I see many of the agreements help both us and Goldsworthy which is also positive in a relationship."

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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
Showing reviews 1—10 of 30

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

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