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Our Services​

Your unique situation will determine the perfect blend of services and advice to make the most of what you have.

We’re here to help you make those major life choices, like figuring out when it’s the right time to invest, add to your super, tackle debt, transition to retirement, or sell some assets – you name it. It’s about finding that sweet spot where you can reach your goals, keep the stress at bay, and boost your wealth to pave the way for a future filled with freedom.

Having control of your cash flow is crucial. It’s all about bringing some order to your money to boost your savings and build your wealth. We’re here to help you take charge of your finances and give you a clear plan and accountability.

Picking the right fund, optimising your investments, and making timely contributions – we’re here to simplify the complexities of super for you. Our goal is to help you build up solid retirement savings, providing you with the assurance that your future is secure and well-planned.

We tailor your investment portfolio to match the results you want when you want them, aligned with your ‘sleep at night factor’. We’re committed to educating you, setting sensible expectations, and helping you navigate through market volatility with a steady hand.

We want you to be well-prepared for whatever life throws your way, safeguarding what matters most. With our guidance, you’ll find the perfect balance of coverage, including life insurance and income protection, tailored to your unique needs.

Ensuring you live the retirement you deserve takes careful planning. We’ll map out a strategy to suit your time frames and vision for retirement and use modelling to ensure you’re on track to live comfortably and confidently beyond your work years.

Estate planning goes beyond just writing a will; it’s about making thoughtful decisions on distributing wealth and ensuring your wishes are clearly outlined and legally protected. Together with your estate planning lawyer, we’ll guide you through the options.

With the right financial planning and projections, we can help ease the stress and confusion of arranging aged care support services and moving into an aged care facility. We can also refer you to an aged care consultant who can help you compare, choose, and apply to aged care facilities.

What to expect - The process

  • STEP 1

    Let's see if we're the right fit to help

    At your first complimentary chat with a financial adviser, we’ll discuss where you are financially and where you want to be. It’s a chance to see if we're the right fit to work together.

  • STEP 2

    Time to get started

    We'll delve deeper into your financial situation, uncover what's important to you and what you want to achieve. We'll crunch the numbers and thoughtfully put together a financial plan with clear recommendations on how to best get from where you are now to where you want to be.

  • STEP 3

    A financial plan fit-for-you

    We'll walk you through your tailor-made financial plan, addressing all your questions and tweaking things as needed. We want you to fully grasp your plan and feel confident and excited when you give us the green light to set our recommendations into motion.

  • STEP 4

    Ready to take action

    You’ve decided to move ahead with the recommendations in your financial plan and are another step closer to mastering your money. We’ll meet again to complete paperwork and answer any lingering questions, making sure you're all set for turning your financial plan into action.

  • STEP 5

    Stay in touch and on track

    There's no set and forget at Goldsborough and financial planning isn't about quick pit stops; it's a marathon requiring consistent guidance and partnership.


    We'll catch up for scheduled reviews to make sure you stay on track and continue to make meaningful progress in your financial life.


    And in the meantime, if something pops up, we are here to help.

Financial planning fees

How much do Goldsborough’s financial planning services cost?

Our fee structure is tailored to suit each client’s specific needs and requirements because we understand all clients are different. So your fees will always reflect your situation and the advice you need.

Our fees reflect your financial goals and the intricacy of your financial situation, not the size of your assets.

If your advice includes insurances, this may be paid via a fee for service or commission arrangement – or a combination. But as with any of our fees, this will be discussed and clearly explained to you.

Steps 1 and 2 - Introductory chat and initial consultation

Our initial phone call and consultation are complimentary; it’s a chance for our advisers to understand your needs and for you to gauge if we’re a good fit. It’s not free financial advice, but it’s an excellent opportunity to explore what we can achieve together.

Step 3 - Financial strategy and plan

If you want to go ahead with strategic advice, we’ll get your agreement upfront on the fees and scope of our work – so there are no surprises. We include a face-to-face meeting to go through the recommendations and strategic plan.

Step 4 - Implementation

The fee for us to implement investments will be detailed when you are presented with your financial plan.

Step 5 - Ongoing financial services package

We ensure our ongoing service fees are a true reflection of the services you need and will receive from us.