Godfrey Pembroke have been our financial planners for over 10 years. We had little personal experience
with financial planning for the future. At Godfrey Pemboke our advisers have explained our options with
regard to retirement planning, the ability to tolerate risk and the affect this has on financial returns has been
clearly explained especially around retirement. Our plans include discussion on the money required to
sustain the lifestyle planned.
All the above has been discussed via emails, telephone conversations and face to face meetings which set
out the path forward.
We sold our business about two years ago and Steven Capuano has set our current path – “semi
retirement”. Steven’s plans cover everything we need to know in semi retirement – from the actual
investment path, right down to age pension and social security information.
Emails are responded to quickly as are phone calls. We really feel as if we are Steve’s only client. We
always look forward to our meetings with Steven as they are friendly, informal and very informative. We are
completely happy with Godfrey Pembroke and have no hesitation in recommending Godfrey Pembroke for