Goldsworthy Financial Solutions is a Hamilton-based financial services practice servicing an existing client base throughout the greater Waikato, Bay of Plenty, and Auckland regions. Husband and wife team, Jeff and Helen Goldsworthy, have been in business since 1998 dealing with a range of major insurance & investment companies.
Jeff & Helen are members of the Institute of Financial Advisors (IFA) and as such, they are bound by the code of ethics of this body, its ongoing educational requirements and its documented dispute resolution process.
As Financial Advisers, our role is to work with people to ensure that they are able to achieve their goals and objectives through sound planning and review.
We appreciate that life changes and that your goals will also change so that you must have the flexibility to adapt.
Under our annual review process, we ensure that a client plan remains on track and that the original goals and objectives are not lost over time.
A copy of our disclosure is available on request and free of charge