Brad Church – Wealth, Values and Building a Successful Life

Richard Triggs · 230 Brad Church – Wealth, Values and Building a Successful Life

In this episode of the Arete Podcast, Richard Triggs sits down with Brad Church, Chief Executive and Senior Advisor at Goodman Private Wealth, to explore wealth, values, wellbeing and what it really means to build a successful life.

Brad has been with Goodman Private Wealth for 28 years, having joined as the third person in the business after attending only one job interview. Today, he leads a small, privately owned firm that works closely with financially successful individuals and families across South East Queensland.

The conversation explores the evolution of Goodman Private Wealth, from a more traditional investment advice business into a comprehensive private wealth firm. Brad also shares the succession journey that saw the business transition across management, client relationships and ownership, each requiring its own distinct plan.

Richard and Brad discuss why financial advice should begin with values, not products. Brad explains the financial roadmap process Goodman uses with clients, starting with the question: “What’s important about money to you?” From there, the conversation moves into goals, current financial position and the bigger picture behind better decision-making.

Brad also shares his philosophy of wellbeing, which moves beyond the traditional idea of work-life balance. Instead of trying to balance work against everything else, Brad focuses on eight areas of wellbeing: physical health, inner and emotional health, environment, generosity, recreation, relationships, business and career, and financial wellbeing.

They also explore philanthropy, values-led leadership, recruitment, culture and what it takes to build a workplace people genuinely want to be part of. Brad explains why Goodman hires for fit and trains for skill, and how its recruitment process begins with a values conversation rather than a traditional skills-based interview.

This is a thoughtful conversation about money, meaning, consistency, curiosity and the importance of building success across every part of life, not just the financial one.

Key Timestamps

0:58 – Brad’s role at Goodman Private Wealth and the clients they serve

2:21 – Joining the business in 1998 after only one job interview

4:45 – The succession journey from founder-led business to second-generation ownership

7:37 – Curiosity, leadership development and the value of Vistage

11:51 – Why Brad moved beyond the idea of work-life balance

16:23 – The financial roadmap process and why it begins with values

22:37 – Why successful people still struggle to organise their financial records

25:49 – How values shape money, leadership and business decisions

29:35 – Philanthropy, generosity and the impact of giving

33:45 – Hiring for values fit and building a great place to work

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