Holzworth Partners

Holzworth Partners is based in Spring Hill, Brisbane, and works with clients whose financial affairs may involve investments, retirement, family assets and other professional considerations. We recognise that financial advice can be connected to accounting, taxation or legal matters, particularly when a client owns a business, holds several asset classes or is planning for the next generation.

Our financial services encompass investment advice, asset allocation, portfolio considerations, superannuation and retirement planning. We look at existing holdings, diversification and the period for which money can be invested. Estate-related financial work may include beneficiary arrangements and the coordination of retirement assets with wider family intentions. We aim to explain the relationship between these decisions rather than treat them as separate transactions.

We value clear professional responsibilities and continuing client relationships. Different regulated services may involve different authorised or qualified entities, and the scope of an engagement should be understood from the outset. From our Upper Edward Street office, we support conversations that connect day-to-day financial planning with long-term wealth and family objectives.