When you’re dedicated to managing a successful professional practice, time is your scarcest resource. So it can be difficult to give your own finances the attention they truly deserve.
That’s where Godfrey Pembroke can help. We specialise in helping busy professionals manage, extend and protect their growing wealth, with sophisticated solutions and exclusive opportunities.
We can help you respond to the specialised challenges you may be facing — from tax planning, to SMSF set-up and administration. So you can continue to focus on your professional life, knowing your finances are in good hands.
A self-managed super fund (SMSF) gives you more control over your future, with a wider range of investment opportunities to choose from — but it also involves some weighty responsibilities. Not only do you need to comply with a multitude of increasingly complex regulatory obligations, you also need to devise and document a suitable investment strategy, while managing your portfolio in a fast-changing investment environment.
We can take the complexity out of running an SMSF, with personalised advice and support to help you set up and administer your fund, and a comprehensive investment strategy tailored to your investment time frame and retirement goals. So you can maximise your super savings and look forward to a secure and prosperous retirement.
High-net worth individuals
As your wealth increases and your financial situation becomes more complex, you need increasingly sophisticated strategies to make the most of your growing resources and safeguard the prosperity you’ve worked so hard to create. That’s where a Godfrey Pembroke adviser can help.
We specialise in tailored solutions for high-net worth individuals, with personalised investment planning, astute portfolio management and advanced strategies including trusts, SMSFs, gearing and tax-effective investments.
Investors approaching retirement
Today, Australians are living longer and staying more active in retirement than ever before. As a result, our financial needs in retirement are also rising. So it’s essential to plan ahead and make the most of your resources if you want to enjoy the retirement you’ve always looked forward to.
Your Godfrey Pembroke adviser can help you realise your dream of future prosperity, using a range of proven strategies including salary sacrifice, self-managed superannuation and transition to retirement. We can also help to safeguard your savings from the effects of market volatility, generating more income with less risk.