We recognise that our lives have become busier and much more complex and because of this our role is to understand your financial and non-financial priorities and develop a tailored plan to help you achieve what’s really important to you in a clear and concise way.
Our team specializes in all areas of financial advice including superannuation, portfolio construction, wealth creation, debt management, risk management, tax planning, cash flow management and estate planning. We work through all life events and stages such as retirement, marriage, relocation overseas, planning for a family, divorce, entering age care and more.
As your finance partner, we work with you to identify and prioritise your lifestyle goals and then develop a tailored financial strategy to help you achieve these goals. Importantly, we keep you involved at all stages, ensuring that you are well informed and in control.
The team at Godfrey Pembroke HFM understand that the financial planning approach is best achieved through a long term partnership with our clients.
Our office consists of a dedicated team of four, participating at different levels and all working towards providing a comprehensive range of financial planning services that meet your needs. Our team is easily accessible, enabling you to obtain the advice and services you require, in an accurate and efficient manner.
We are committed to ensuring you have all of the facts and fully understand our recommendations so that you can make informed financial decisions with confidence. The expertise, experience and dedication of our team form the basis of a true financial planning partnership, upon which we will continue to develop our business.