Craig Ricketts

07 3007 7100 Get in touch
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How we work with you

Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, four-step process to create a personalised strategy, tailored for you. Our approach to the overall process can be summarised as follows:

Step 1: Defining the scope of engagement

In our first meeting we will explain the process that we will follow, find out your needs and make sure they can meet them. We will also talk you through our background as financial advisers and our fee structure.

Step 2: Identifying your goals

Next, we build on our understanding and work with you to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.

Step 3: Assessing your financial situation

Once we have identified your short and long term goals, we then take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.

Step 4: Preparing your financial plan

Once we have a clear understanding of your individual goals and your financial situation, we will then recommend suitable strategies, products and services, and answers any questions you have.

Step 5: Implementing recommendations

Once you’re ready to go ahead, your financial plan will be put into action; where appropriate, we may work with specialist professionals, such as an accountant or solicitor as identified.

Step 6: Reviewing the plan

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed, to make sure you keep on track.

Contact Craig

P: 07 3007 7100
F: 07 3007 7111
Email Craig

Our Location

Level 3, 46 Edward Street
Brisbane, QLD, 4000

Build on your success

Success brings new opportunities, but it also creates new challenges. At Godfrey Pembroke, we specialise in helping successful professionals, executives and business owners extend and protect their wealth.

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Craig Ricketts Bilford Pty Ltd ABN 61 693 994 027.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.