Wealth planning and accumulation
What do you aspire to in life? Whatever your objectives, a personalised wealth plan can help you reach them sooner, with less risk.
When you live a rich and active life, it can be difficult to give your investments the attention they deserve, especially when markets are volatile. We can help you navigate the complexities of today’s investment markets and build a portfolio that will stand the test of time.
Lending and debt management services
Managed well, gearing can multiply your returns and create new opportunities to grow your wealth. Managed poorly, it can undermine your long-term financial security. We can help you secure cost-effective finance, then keep borrowings under control with accelerated debt reducing strategies.
Keeping track of cashflow can be challenging, especially when you have a growing investment portfolio generating multiple income streams. We’ll help you understand and manage your cashflow tax-effectively, so you can be sure your money is working as hard as you do.
As you build on your success, it becomes increasingly important to protect the wealth you’ve worked so hard to create. We can help you safeguard your family’s financial security, both now and in the future.
Portfolio structuring and tax management
Whether you prefer a trust, an SMSF or a holding company, the structure you choose for your investments can have a significant impact on your after-tax returns. We can help you select the right structure for your unique situation and maximise the benefits with a disciplined approach to tax planning.
SMSF’s and retirement planning
With its built-in tax advantages, super is a powerful vehicle for long-term wealth creation, despite growing regulatory complexity. We can help you make the most of the opportunities super has to offer, so you can enjoy the retirement lifestyle you’ve always looked forward to.
Your business is the key to your family’s current lifestyle and your future prosperity. But are you making the most of that potential? We can help you unlock the value you’ve worked so hard to build, so you can enjoy life now and in the future.
Executive financial planning and CFO services
As a successful executive, you’re highly motivated to succeed. But how much time do you have to devote to your own finances? Your Godfrey Pembroke adviser is your personal CFO, providing essential support to help you grow, manage and protect your wealth.
Expatriate financial services
Managing your finances across international borders can be challenging, with all the complexities of regulatory restrictions and volatile international exchange. We can help you transfer and maximise your growing wealth, taking advantage of the benefits while avoiding the pitfalls.
Estate planning and administration
Astute estate planning is essential to protect your family’s future financial security and ensure their lifestyle isn’t impacted by unexpected legal or tax implications. We can help you transfer your wealth smoothly and tax-effectively, so you can leave a lasting legacy for those you care about most.