Listen. Plan. Care
Professional Financial Planners

Who we are

Goldhurst Wealth Management is a leading financial services provider. Our business was established in 1988 and while based in Brisbane we provide services to clients across Australia and overseas.

Our motto is to Listen. Plan. Care. Our team is dedicated to listening to what our clients really want and need, planning their strategy to suit their individual needs, and providing ongoing care to ensure they reach their financial goals.

All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs.

We are committed to client service excellence and our friendly team is always willing to help you. We observe a strict and comprehensive Code of Professional Conduct, and are subject to stringent compliance audit guidelines.

James Lonergan

James Lonergan

Financial Planner & Director

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Jim Lonergan

Jim Lonergan

Business Development Manager

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