Setting a course towards financial security and wealth creation need not be difficult or intimidating.
In fact, it is as simple as calling our experienced financial consultanting team and arranging an obligation free meeting to discuss your personal situation and aspirations. At Godfrey Pembroke we understand the key to a successful portfolio is to understand the client’s financial needs in reference to their lifestyle.
Before your first meeting with your financial consultant, it is a good idea to identify your objectives. Ask yourself – what do you want to achieve in the long run? Our financial consultants will use this as a basis to develop a financial strategy that answers your lifestyle needs.
For your first meeting, it may be useful to bring the following to assist your consultant in understanding your financial position;
- Tax file number
- Bank account details and documentation
- Superannuation documentation
- Investment documentation
- Mortgage documentation
- Personal loans documentation
- Other financial papers