Goldsworthy Investments in Upper Mount Gravatt, Queensland | Insurance broker

Goldsworthy Investments

Locality: Upper Mount Gravatt, Queensland

Phone: +61 1300 797 680

Address: Level 5 HyperCentre, 50-56 Sanders Street, Upper Mt Gravatt QLD 4122 Upper Mount Gravatt, QLD, Australia

Website: http://www.goldsworthyinv.com

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24.01.2022 Behind the Halloween scenes... Check out Planner John being transformed by Makeup Artist wife Emily and her masterful spooky skills!

22.01.2022 2 0 ~ Y E A R S ~ O N In June 2000, Katrina Goldsworthy carried the torch for the Sydney Olympics. If you've ever visited our main boardroom you'll see the below framed memorabilia recognizing this special honour our former General Insurance Manager enjoyed 2 decades ago! Did you ever get to see 'The Torch' in action during its 2000 adventure downunder?... As we all know, the Olympics this year has been postponed until 2021, only the third time it has been cancelled in the modern era since 1896 with the first two cancellations occurring during World War I and World War II.

20.01.2022 B Y E ~ L E I S A Nothing says 'we'll miss you' like Dominos. It's been a real slice getting to know you Leisa, you will always have a pizza our heart. Thank you for being such an incredible support and asset to the Planning Team over the last few years. We'll miss your sneaky sense of humour, forever cheerful presence and that ridiculously efficient work ethic. If you were a pizza, you would be a SUPREME! Okay, we're done with the cheese now....please visit!... Epic floral fairwell gift by our pal Foraged And Fleurs.

20.01.2022 EMPLOYEE OF THE MONTH Carly manages the Goldsworthy Social Pages (*waving as she types this*) Once a month the office meets and Carly chats all things Social Media. Today - she joined the meeting remotely from home. She told the team she's going to start taking photos of the Employee of the Month winners to share.... Then....she won. That'll teach her for having such great ideas. Thus - a home selfie was required in order to 'lead by example'. (Good job 'no makeup' me)

20.01.2022 CALLING ALL CLIENTS Our Annual Client Satisfaction Survey has been emailed out. This is an opportunity for YOU to tell US how we are doing and offer any suggestions for improvement. We would really appreciate a few minutes of your time as this feedback is invaluable to us. CLICK THE LINK HERE TO GET STARTED https://buff.ly/3jjf8pa ... If you can't find the email be sure to check your JUNK/SPAM folders too!

19.01.2022 RED~BAG~APPEAL This Christmas, we are supporting the Wesley Mission Queensland Red Bag Appeal to help bring food and joy to those that are struggling to make ends meet. We would love your support and have already started to receive a bunch of food donations in our reception foyer. (Thank you Geoff!!) Next time you do your grocery run, pop a few extra items in and come along to say hello to the team. You will be met with SO much gratitude you'll probably want to stay...... Donations close Thursday November 26th!

19.01.2022 "S A Y ~ C H E E S E" Let's count the many reasons to smile in this photo... 1. A real life 'in person' visit from our lovely Elantis Premium Funding BDM Nichole 2. Cheese 3. Doughnuts... 4. More cheese 5. Dips 6. More doughnuts 7. Our perfectly distanced diamond formation Thank you to Brisbane based platter service, Say Cheese for delivering 2 PREMIUM quality platter boxes and to Nichole for visiting. Elantis Premium Funding give our clients the opportunity to help reduce the immediate impact of annual insurance premiums in order to assist with cash flow.

19.01.2022 P R A I S E W O R T H Y Have you given a compliment today? Quick, dish one out before the day is done. Then repeat tomorrow. Few suggestions:... 1. Dinner tasted great, thank you! 2. That after dinner massage you're going to give me will be amazing. 3. You're a great listener (saved for after point 2 has occurred). See more

15.01.2022 A U G U S T ~ B I R T H D A Y S Just one lonely little Leo this month but an important milestone it was. Happy 30th Birthday to our Insurance Assistant Lita. As you farewell your 20s remember that 30 is simply 3 perfect 10s and a great way to begin a new decade.

15.01.2022 M E E T ~ M A I And just like that, they're parents... Congratulations to bosslady Jennifer and hubby Eddie on the safe (but early) arrival of sweet little Mai Annie Mc Dermott. Mai is the 6th grandchild to Ralph and Katrina and the 5th granddaughter. ... The new little family trio are settling in at home while the office laps up all the baby spam they can get. Everybody meet Mai...

15.01.2022 E K K A ~ W I T H ~ T H E ~ S T A F F With the Ekka cancelled in Brisbane for only the 3rd time in history, we sat down with staff members Peter "Blondie", Rochelle, John & Carly and put their memories to the test on past Ekka experiences.

14.01.2022 I N S T A G R A M Just going to leave this subtle hint here... (#followus )

13.01.2022 T H A T'S ~ F R E E D O M "From the mountain, to the valley From the ocean, to the alley From the highway, to the river General Insurance, we deliver"... Farnsy gets it. And so does Judith. General Insurance, anytime, anyplace, we got you covered Australia wide.

13.01.2022 J U L Y ~ B I R T H D A Y S So according to 'Google', July born babies have 'charming and interesting' personalities, have good taste in food and music and find beauty in the small things in life... Considering that Google is ONLY filled with cold hard facts () - this must be true of our Financial Planner Amy and Insurance Adviser Peter A. Happy Birthday you charming and interesting pair!

13.01.2022 G A M E ~ O N "It's beginning to look a lot like Thriftmas..." Our office space DIY deskoration challenge is underway folks with the full install being finished off tomorrow! Reminder, we are decorating all in the name of charity - collecting non-perishable food and drink items for the Wesley Mission Red Bag Appeal - we would LOVE your support if you can spare an item or 2 and drop into our office by the 26th of November, next Thursday!

12.01.2022 C A N C E R ~ C O U N C I L Australia's Biggest Morning Tea - the socially distant edition. As our office starts slowly returning to a modified version of 'normal', we adapted our annual Cancer Council Morning Tea Fundraiser into a "grab ''n go" style. We raised $100 of our collective 'spare change' to support a charity that means so much to many of us who have known someone or have been affected by, cancer. Hopefully one day we wont have so many cancer stories to share....but we'll keep up the morning tea, yum!

12.01.2022 L A S T ~ C A L L Donations for our Red Bag Appeal for the Wesley Mission finish up Thursday 26th November. We set ourselves a goal of filling 12 bags of food and drink items between our 3 office teams and we are well on our way to that goal! But can we beat it?!?!.... We can not wait to deliver our goods knowing just how many extra tummies we can help fill this Christmas season.

12.01.2022 T E S T I M O N I A L Cancer. It sucks. For Geoff, having Financial Planner John Fawcett in his corner to fly the claims flag was invaluable to his financial and mental health while battling the big C.

12.01.2022 M A Y ~ B I R T H D A Y S Stop everything. Important announcement. Office CAKE is BACK! Oh how we've missed thee. Happy Birthday month Rochelle, thank you for being born so we can enjoy this raspberry delight!

11.01.2022 A R E ~ Y O U ~ C O V E R E D On most days, insurance feels like an expensive piece of paper....until you need it. Trauma, Life, Income Protection and Total and Permanent Disability (TPD) are the big four of personal insurances that Financial Planners can help you with. They each have a role to play at different stages of your life. When was the last time you assessed your own insurance situation?... 2020 has been a big wake up call for us all, showing just how unpredictable life can be. Adequate insurance can be the best defense against an unexpected situation. See more

11.01.2022 HAPPY 100th BIRTHDAY Today would have been Bill Orr's 100th Birthday. Bill founded this business 57 years ago and daughter Katrina Goldsworthy (front and middle) shared a photo from their family archives in honour of his memory. Happy Birthday 'Big Bill' - three cheers for you!

11.01.2022 C E N T R E L I N K "Why'd the Planner cross the road?" Well it wasn't to chase a chicken... Centrelink applications can be a little tricky and time consuming. With the Upper Mount Gravatt location directly opposite our office, we can help with applications, do the lining up and phone holding for you! **cue happy dance**

10.01.2022 FINANCIAL PLANNER VS SHARK Talk about brave. Fending off a great white is not exactly a 'career goal' those in the financial planning industry wish to achieve on purpose, yet for CA Financial Services Planner Mark Rapley, it happened. No doubt partner Chantelle is forever grateful for his selfless instincts kicking in, whom without she may have lost her leg or worse. AMP Acting Managing Director Brian George sent out an email blast to all AMP Planning Practices on behalf of M...ark and family. "Many have been asking about the welfare of Mark, his partner Chantelle and their son Hamilton. Mark assures us that Chantelle is recovering and he is well, and asked us to share this article published in The Guardian recently with the AMP Financial Planning community." - Brian George. Furthermore, despite the long road to recovery she faces, this experience hasn't tainted Chantelle and Mark's opinions of our ocean's notorious inhabitant, in fact, it's only propelled forward their conservation support.

10.01.2022 GRANNY~FLATS An exemption from Capital Gains Tax in granny flat situations has been proposed as part of the Federal Budget announcement last month. This is strictly for family or close family tie relationships, and is helping to provide an affordable housing option for older Australians and those with a disability. This is not for commercial arrangements and no, probably best not to 'hire-a-granny' for avoiding the tax man because you suddenly have a strong interest in crotchet or bridge lessons.

10.01.2022 F A M I L Y Some say client, we say family. As family, your best interests are ours too.

10.01.2022 S P O O K W O R T H Y "They're creepy and they're kooky. Advisers sure are spooky. They're altogether ooky. The Goldsworthy Family"

09.01.2022 T U E S D A Y ~ S U N D A E S Now this is a DIY we can ALL accomplish. Yesterday our staff indulged in a 'take home pack' of traditional Ekka Strawberry Sundaes, supporting the work of The Common Good Au, an initiative of The Prince Charles Hospital Foundation raising vital funds towards life changing medical research. We'll eat to that....!!

09.01.2022 R E M E M B E R You don't have to get there on your own...

09.01.2022 S U P E R ~ S A V I N G S Many of us do what we can to save. We save for things we know we want short term. Holiday, car, new dining suite or even smaller like a new winter coat or a fancy dinner out. We know, we know, retirement for many feels like FOREVER away, but don't forget your Super fund is a SAVINGS fund for when those paychecks stop coming.

09.01.2022 NATURAL DISASTERS $11 billion on average is spent on the impacts of natural disasters across the country and this number could very well increase as the years go on. There are many conversations 'out there' as to the relationship between climate change and the intensity of these natural disasters. While we can't comment from a scientific perspective, we can comment from an insurance one.... Insurance may not prevent the disaster from happening, but it will certainly help on the road to recovery afterwards by alleviating serious financial stress giving hope to rebuilding what once was. We are heading into another hot Aussie summer - are you prepared?

08.01.2022 C O N T E N T S Jewellery | TVs | Computers | Clothing | Phones If you find yourself singing "These are a few of my favourite things" helping you protect those things is right up our alley!... Start a contents conversation with a Goldsworthy adviser today.

08.01.2022 EMPLOYEE OF THE MONTH ~Amy~ Amy Nightingale joined our planning team in 2018 and in early 2019 one of our senior planners retired. Since then Amy has done an amazing job at nurturing new relationships with those clients and making the transition from one planner to another as smooth as possible for them. Not to mention she's fun and bubbly and full of innovative ideas! A very deserving winner for October's Employee of the Month.... . See more

08.01.2022 P U B L I C ~ L I A B I L I T Y Are you starting a business that involves working with or working for the public? At Goldsworthy, our experienced General Insurance Advisers can navigate the vast sea of insurance options and help you find the most suitable Public Liability Policy available, letting you go forth and captain your 'business' ship with confidence. Not sure if you need it? Read on and see.

07.01.2022 S U P E R ~ C O N T R I B U T I O N S Oooo yes, the sweet smell of 'Tax Time' is in the air. While many deductions are obvious, contributing to your Super fund might not be an obvious one to you. If you like the idea of growing your retirement nest egg AND saving on tax, let your curiosity waft this way. You just might receive a delicious deduction! REMINDER: In order for your contributions to count towards this years tax return, contributions MUST be received by your fund by June 30th so get prepared early.

07.01.2022 B U M P W O R T H Y Well ladies and gentleman, the time has almost come. Goldsworthy family business co-owner Jen's mini-me has almost finished baking and has been putting up quite the internal protest of late, ready and raring to meet the world! Yesterday we 'showered' our beautiful first time Mumma-to-be with goodies and treats and now all that's left to do is wait...and wait....and wait some more! We'll be thinking of you Jen and Eddie - enjoy these last few weeks as a... duo and get your hearts ready to make room for the new bundle who apparently is destined to be a marathon running, excel spreadsheet loving, number counting, masterchef with a wicked sense of humour and a heart of 'Gold'. Love your Goldsworthy 'family' xx

07.01.2022 N O ~ B U L L Instead, a horse! She's back, our former General Insurance leader, known these days as 'The Bull Artist', Katrina Goldsworthy, is part way through completing her next entry into this year's Brisbane Portrait Prize. Having placed as a FINALIST last year, we're all kinds of mustard keen to see what magic comes from the end of her paint brush in the year 2020....given the subject sneak peak below, there's really only one thing to say - 'giddy up'!

07.01.2022 ~ 2 0 2 0 ~ So far a history making year. Challenging and unexpected. The past has happened, the future uncertain. Recognize the tough times but find opportunity within them.... One foot in front of the other.... See more

05.01.2022 H E L L O ~ B U I L D E R S You know how if you walk out of a room at home and leave the light on, fair chance there could be a nagging (but sweet and loving) voice that follows shortly after? Well on the jobsite, this very same action could prevent you from becoming a victim of theft as most incidents occur in the cover of darkness. Lights on = less theft.

04.01.2022 P E R S P E C T I V E After 725,000 pounds of duress and 2000 degrees of heat, a diamond is formed. Life can be the gem you make it if you're prepared to endure some pressure and heat.

04.01.2022 BE~KIND Hello World Kindness Day. Let's be friends forever.

04.01.2022 HAPPY FATHER'S DAY To all the 'Dad Joke' tellers....we salute you! May all your jokes be genuinely laughed at today. Sending big love to all the Goldsworthy Daddios who rate pretty high in the laughs department too.

03.01.2022 S M I L E W O R T H Y For every big reason 2020 has given us not to smile, know there are infinite other smaller reasons to try. Let smiling be the one contagious condition worth passing on...

02.01.2022 G R A T I T U D E Can you share a time you were especially grateful to have been insured correctly?

02.01.2022 C Y B E R ~ C R I M E Can your business afford NOT to be covered? Cyber attacks are happening daily and hacking techniques increasing in sophistication. While the fight is not fair, insurance is your best defense.

02.01.2022 F A R M ~ I N S U R A N C E It goes without saying that farmers are some of the hardest working people on the planet - doing a job that can be so easily taken for granted. Feeding us! Life on the land throws up many challenges - but being appropriately insured can at least remove some of stress in those uncontrollable situations. Business Liability... Farm Property Business Interruption Machinery Breakdown Road Transit Theft Farm Motor See more

02.01.2022 G I V E W O R T H Y Community give back and competitive office fun are how we are bringing in the Christmas season and seeing out the 'memorable' year of 2020. Here's General Insurance Manager, Kate giving the run down on WHO we are supporting this year and HOW we plan to do it....we would LOVE you to get involved! Wesley Mission Queensland

02.01.2022 EMPLOYEE(S) OF THE MONTH ~ Jess & Leigh ~ When there is just too much awesome for one month, we're all about a friendly draw. Congratulations to August's EOM winners for making the decision impossible to choose. To Leigh, our Insurance Account Executive for bringing innovative growth ideas to his team and to Jess, in Planner Support for taking on the work of two people to support four planners and proactively implementing new procedures along the way.... Gold stars to you both!! See more

01.01.2022 B U D G E T I N G No words, just emojis. After the announcement of the Federal Budget earlier this month, we sat down with a few of the staff and shared ZERO words on their personal budget habits. Well, it was mostly silent...except for one verbal repeat offender... Watch and learn...

01.01.2022 HN(Financial)Y Hello 2020-2021...we're ready for you! In this month's Goldsworthy Newsletter, we'll be putting a groovy little checklist together to help you dance into this new financial year with so much pep in your step you won't even NEED that morning coffee.....(okay maybe the 'second' morning coffee)