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.
A comprehensive offering
Personal CFO services
We offer a personalised and all-inclusive financial planning service tailored for executives, professionals and senior managers.
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.
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.
Ongoing tax management
We can work proactively with external accountants, to help ensure your assets and investments are structured tax-effectively.
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.
[Company name] recognition
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.
