Our mission is to help individuals and families achieve financial security and peace of mind by providing personalised financial planning strategies and ongoing support.

Our mission is to empower Individuals and Families to Achieve Financial Security

We are committed to empowering our clients to make informed decisions about their financial future and to helping them reach their long-term financial and personal goals. We believe that financial security is not just about accumulating wealth, but also about living a fulfilling life.

ABOUT US

WHAT WE STAND FOR

At Heathmont we are of the firm belief that everyone should live with passion, dignity and freedom from financial constraints.  

You have inherent value beyond measure and beyond your wildest imagination. Helping you to realise this is a fundamental part of our business and the way we serve.

We serve with humility and passion.  

We give back to the community and worthwhile causes, not just because it’s a great thing to do  but because we want to assist with creating a better world for all.  

We feel everyone has worth irrespective of gender, orientation, disability or race.

We are passionate in our desire to create an outstanding experience and a place for our clients and associates to feel valued and honoured.  We are a small firm which means we can quickly adapt to an ever changing financial landscape. We support you when times are tough, help you make the right investment decisions, make sure you protect your capital and are with you for the long haul. 

Continue on the journey with us. It’s an investment in you. 

Meet the dedicated team at Heathmont Financial.

Julian McGoldrick

Julian is the principal financial planner and the founder of Heathmont Financial Services, where he brings over 20 years of experience helping individuals and families achieve financial security and peace of mind. As a trusted adviser, Julian focuses on delivering personalised financial planning strategies that support long-term wealth creation, retirement planning, investment management, and risk protection. He prioritises his clients’ financial interests with a mission to empower them to make informed decisions and live life without limitation. Julian’s approach combines deep industry knowledge with genuine care and a commitment to continuous improvement and lifelong learning.

Separate to work, Julian enjoys the gym, taking his Mustang for a drive on weekends and enjoying time with family and friends.

Sofie Korac 

Sofie joined Heathmont Financial Services as Operations Manager, where she supports the team with administration and the implementation of financial planning strategies. With 20 years’ experience in the financial planning industry, Sofie brings a strong understanding of advice processes and a practical, client-focused approach to her role. 

Outside of work, Sofie enjoys travelling, keeping fit at the gym, and spending time with family and friends. She is married to Tony, and their adult son is currently studying in Germany — which gives her a great excuse to plan future trips.

Miray Antoun

Miray is the Client Service Manager at Heathmont, dedicated to making every client’s experience easy, clear, and well‑supported. She assists with day‑to‑day enquiries, keeps processes running smoothly behind the scenes, and ensures clients always feel informed and looked after throughout their financial planning journey.

Miray holds a Bachelor of Science (Mathematics) and a Bachelor of Business (Finance), as well as a Graduate Diploma in Financial Planning.

Outside of work, Miray enjoys exploring different foods and cuisines, caring for her aloe vera plant and terrarium, reading, going for outdoor walks, and spending time at the gym.

Kiana Behrady

Kiana is an Administrative Assistant at Heathmont Financial Services, where she has been a valued member of the team since 2024. She supports day-to-day activities with an organised approach and a reliable work ethic.

She has recently completed a bachelor’s degree in psychology and enjoys spending time with friends and family, getting lost in a good book and staying active at the gym.

OUR SERVICES

Cashflow Management
Personal Insurance
Investment
Superannuation
Retirement Planning
Estate Planning

Financial planning doesn't have to be confusing... comfort, commitment, confidence.
That's what we're all about.

TESTIMONIALS

Our clients independently rate our services - click on the “View Adviser Rating” button to learn more of the specific benefits our clients have experienced.

View Julian McGoldrick's Adviser Ratings profile

RESOURCES

News
General Calculators
Downloads
Financial Videos

CONTACT

Primary Office

Suite 9, 265-271 Pennant Hills Road
Thornleigh 2120

    Lindfield Corporate Centre
    Suite 18, 12 Tryon Road
    Lindfield, NSW 2070

    Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.

    Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.

    Financial Services Guide - Disclaimer & Privacy Policy

    ^