We advise a wide range of clients from most demographics and target markets.
This includes (and is not limited to) medical specialists, executives, professionals, small to medium business owners, and investors approaching retirement.
We specialise in providing comprehensive tailored advice for clients in the medical profession. We understand the needs of medical professionals and the challenges they face in both private practice and the public hospital system.
For the high income earner it is important superannuation contributions are monitored to ensure the tax benefit is being maximised. In particular, we have extensive experience in dealing with medical specialists and the very attractive tax concessions of contributing through Super SA.
Small to medium business owners
Business owners want to focus their time and energy on managing and growing their business as well as spending more quality time with their family. Financial challenges and obligations can be complicated and time consuming with extensive and complex taxation rules surrounding small business concessions, superannuation, family trusts and private companies. Therefore there is a need to manage your financial affairs in a way that positively impacts your economic well-being.
Business owners want a financial advisor who not only understands their requirements but also who they can trust. We partner with business owners providing ongoing solutions tailored to your corporate needs to help you achieve or exceed your business objectives. We can provide advice on complex financial requirements and tax planning, assist with cash flow strategies, develop a plan to manage any debt and help with wealth accumulation and preservation.
In a time poor world, busy executives regularly find themselves neglecting personal finance decisions.
Executives are committed to achieve the company’s goals and objectives and lack the time to focus on their own lifestyle and financial objectives at a time when financial needs are becoming more complex.
We act as your personal Chief Financial Officer (CFO), with sophisticated strategies to help you manage, extend and preserve your growing wealth to provide financial peace of mind. This includes expert advice on salary packaging, share and option schemes, tax planning and SMSFs, with specialised solutions to ensure your money works as hard as you do.
Time is a scarce resource when managing a successful professional practice so it can be difficult to focus much attention on your own finances.
At Godfrey Pembroke, we specialise in helping professionals manage, extend and protect their growing wealth, with sophisticated solutions and exclusive opportunities. Professionals require a strategic financial plan to remove the stress out of their finances so they can focus on their working life, knowing their finances are in good hands.
We can assist you maximise your personal wealth through tax planning, debt management and wealth accumulation and preservation to ensure you achieve your personal goals.
Individuals 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. Therefore, it is essential to plan ahead and make the most of your resources if you want to enjoy the retirement you have always looked forward to.
At Godfrey Pembroke, we can help you realise your dream of future prosperity by 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.