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Bring your vision to life What’s your vision for the future? At Godfrey Pembroke, we help bring your vision to life, with a holistic financial plan structured around your aspirations for yourself and your family.

Why
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Transparency and integrity

With a transparent, easy to understand fee for each service we provide, you can be confident that our advice is completely independent and unbiased. And because we never take commissions on investment products, you can rest assured that we always put your interests first.

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A comprehensive offering

Personal CFO services

We offer a personalised and all-inclusive financial planning service tailored for executives, professionals and senior managers.

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Wealth accumulation and planning

We review your current position and establish your goals to then look for opportunities to either enhance your existing wealth accumulation plan or create a new one.

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Super and retirement planning

We can help you set up a self-managed super fund, then help guide your ongoing investment strategy to help maximise tax-effectiveness and minimise costs.

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Ongoing tax management

We can work proactively with external accountants, to help ensure your assets and investments are structured tax-effectively.

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Let us help you Are you worried about your super? Recently, volatile markets have been chipping away at Australians’ super savings, throwing retirement plans into disarray. Let us show you how careful retirement planning can help you protect and grow your super.

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An industry leading approach

We're proud to be recognised as an industry leader. Our client feedback and awards reflect not only our passion, but our deep commitment to our clients. 

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John Doe

If you are looking for some awesome, knowledgeable people to work with, these are the guys I highly recommend. Their friendliness and result-driven approach is what I love about them.

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Main office
123 Sample Street Sydney NSW 2000
(02) 9999 1111
Postal address
PO Box 100
Sydney NSW 2000
[Company name] ABN [00 000 000 000] is an authorised Representatives of [Licensee company] ABN [00 000 000 000], Australian Financial Services Licensee, Registered Office [Registered address]. A member of the [Parent entity name] group of companies.
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