At Godfrey Pembroke we have a full range of services to cater to all your financial planning needs.
We can develop a comprehensive financial plan based on your individual goals and objectives.
We can create an investment strategy for you, based on your financial plan, focusing on an initial asset allocation and portfolio diversification plan that is consistent with your goals and objectives.
We can help protect you and your assets and guide you through your numerous insurance options.
We also provide services that include the management of your personal debt and cash flow as an extension of your overall strategy.
We can provide you with a tax efficient superannuation strategy that maximises the benefits of your superannuation, ensuring it works for you.
Self Managed Super Fund (SMSF)
We have protocols in place to assist you in setting up your own Self Managed Super Fund, and work closely with you to manage and maintain all aspects of the structure, with a complete Investment and compliance offering.
Effective taxation planning is an integral part of your investment plan and we can provide you with advice to help you develop tax effective saving strategies.
Planning for your retirement is vital to ensure you don’t outlive your capital, so that you can enjoy the lifestyle you want in retirement. We can help you build a plan to suit your needs.
We have an in-house equities service and can work with you to create and maintain a portfolio that can assist you in achieving your financial and lifestyle goals.