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Our specialisations

At Godfrey Pembroke we have a full range of services to cater to all your financial planning needs.

Financial planning

We can develop a comprehensive financial plan based on your individual goals and objectives.

Investment planning

We can create an investment strategy for you, based on your financial plan, focusing on an initial asset allocation and portfolio diversification plan that is consistent with your goals and objectives.

Risk advice

We can help protect you and your assets and guide you through your numerous insurance options.

Debt service

We also provide services that include the management of your personal debt and cash flow as an extension of your overall strategy.

Superannuation advice

We can provide you with a tax efficient superannuation strategy that maximises the benefits of your superannuation, ensuring it works for you.

Self Managed Super Fund (SMSF)

We have protocols in place to assist you in setting up your own Self Managed Super Fund, and work closely with you to manage and maintain all aspects of the structure, with a complete Investment and compliance offering.

Tax management

Effective taxation planning is an integral part of your investment plan and we can provide you with advice to help you develop tax effective saving strategies.

Retirement planning

Planning for your retirement is vital to ensure you don’t outlive your capital, so that you can enjoy the lifestyle you want in retirement. We can help you build a plan to suit your needs.

Equities service

We have an in-house equities service and can work with you to create and maintain a portfolio that can assist you in achieving your financial and lifestyle goals.

Contact Kym Roberts

Level 5, 80 Flinders Street
Adelaide SA 5000

GPO Box 1843
Adelaide SA 5001

(08) 8410 0161

(08) 8231 0262

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About us

With over 21 years in South Australia we are no stranger to the Adelaide market. In fact, this is our key to success – our intimate understanding of local people and local businesses. Recognising … Read more

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Copyright © 2019 Kym Roberts . Wordpress Website by The DMA

Kym Roberts Wealth Solutions Pty Ltd ACN 117 372 782 ATF the Roberts Family Trust ABN 517 027 168 28
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254,

Godfrey PembrokeAustralian Financial Services Licensee, Registered Office 105-153 Miller Street, North Sydney NSW 2060.
A member of the National Australia group of companies.

Godfrey Pembroke