In today’s fast pace world, it takes fresh thinking and astute planning to protect the wealth you’ve worked hard to build and to take advantage the right opportunities. At Godfrey Pembroke we combine the best research, the best people and the best strategies to help you protect and build on your success.
Harnessing the resources and market insights of one of Australia’s leading financial services groups, we’ll develop a personalised financial plan to help you create wealth for tomorrow, while enjoying life today.
At Godfrey Pembroke, we believe every client is unique, so we support you with a unique financial plan built around your personal aspirations, priorities and lifestyle. We also believe it’s essential to actively manage your wealth, staying one step ahead of volatile markets and your own changing needs. That’s why we aim to create a partnership for life. Our objective is not simply to grow your wealth in the future, but to help you enjoy it in the present.
Our advice philosophy can be summarised as follows:
- Advice should be transparent and a collaboration of client and adviser input
- Advisers should be paid for strategic advice and investment recommendations, not product sales
- There is no substitute for considered, comprehensive research and advice
- We will never adopt a ‘one solution fits all’ offering, and every client’s situation and needs requires careful deliberation
- We are here for the long term, hand in hand with our clients