Julian McGoldrick

About Me

We are outstanding financial planners that specialise in retirement planning, wealth management and wealth protection for clients who are close to or in retirement.
We have a clear fee structure, our portfolios are cheaper than our competitors, and we understand the issues that affect retirees.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Knox Wealth Management Pty Ltd