In 2025, we're proudly celebrating three decades of client-focused, independent financial planning advice. Here we reflect on how it all began and how we've evolved over the years.
Andy Cole first sought advice from David Goodman in the 90s and has been a Goodmans client from the start! Now aged 99, here he reflects with our Managing Director, Andrew Moore, on his life and his relationship with Goodmans.
The evolution of Goodmans
Our Directors, Andrew Moore, Laura Milroy, Holly Moody and David Byworth talk about how Goodmans has changed and some of their highlights over the years.
Looking forward to the next 30 years
Reflecting on 30 years in business, Goodmans Directors, Holly Moody, David Byworth, Laura Milroy and Andrew Moore consider what makes us different from other financial planning firms and look to the future.
Celebrating our values
Client experience is everything
Three decades and counting of excellent client service and transforming clients' lives for the better.
Long term relationships matter
Supporting clients as their families evolve and building future Goodmans leaders from within.
Optimistic growth mentality
Helping clients look forward to the future with confidence and delivering positive long-term returns.
All rowing in the same direction
Now employee-owned, we've locked in our commitment to doing what's right for our clients and team for the years to come.
“Everyone is really genuine, friendly and easy to work with. Explain everything really well, making it easy to understand. Made my life, from my 50's onward, significantly better, enabling to live well and within my means. Totally changed my life!"
– Roz
“We love the friendly approach that always welcomes us to each Goodmans meeting. We value the open and honest conversations that we have and fell blessed to have found Holly. Without her help, guidance and constant professional support we would not be in the exciting position that we find ourselves!”
– Hayley & Jim
“If I’ve ever got a question or a concern, I know that Andrew or any of the team are only at the end of a phone or an email and they are just so quick at responding. You just get really sound, clear, consistent guidance and that’s what you need.”
– Wendy Coulton
“They take all the worry away from us in order that we can live our lives the way we want to. We wouldn't hesitate to give a recommendation to Goodmans.”
– Ged & Glen Edgcumbe, Goodmans clients since 2013
“Goodmans gives us a great deal of confidence and comfort in the knowledge that our finances are in good hands, thank you.”
– Mr & Mrs Dennis
“Goodmans are a fantastic company. They’re really genuine, really kind, really caring. I’ve got absolutely no doubt in recommending Goodmans.”
– Paul Hore
“Advice from Goodmans has given me the confidence to retire earlier than I thought I would. The information is always really good on how your investments are performing and the rates of return you can expect. If anybody asks me to recommend a financial adviser, I’d certainly recommend Andrew.”
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