About Us

Jeff and Helen Goldsworthy are the husband and wife team who will work alongside you to put your financial life in order.

As parents of three children, they understand so many of the issues that face New Zealand households. They take a personal interest in their clients, doing all they can to understand their lives and to help them make decisions that work well for them. Client’s trust in the couple is sustained over many years of personal service.

"People's lives change and they shift locations - but they still maintain their relationship with Goldsworthy Financial Solutions Limited" said Helen.

Before moving into the Financial Services Industry, Jeff was an Area Lending Manager for ANZ, while Helen worked for ANZ for 11 years in customer service roles. It was an ideal starting point for the establishment of their Financial Advisory Practice when they moved to Hamilton in 1998.

Helen and Jeff know that life doesn't always go to plan. They can make no grand promises. However, they know that people who engage in sound planning and sensible investment choices are doing all they can to make wealth more attainable and make unexpected events significantly more manageable.

Over the years they have developed relationships with a range of major insurance and investment companies, gaining a clear picture of what each can offer their clients.

As members of the Institute of Financial Advisers (IFA), Jeff and Helen adhere to it's code of ethics, as well as its ongoing educational requirements. Both are Authorised Financial Advisers.

Contact Jeff and Helen today for an obligation-free meeting about your future peace of mind.

Meet The Team

 
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