First Principles Financial Planning — Financial Advice Specialists

Investors approaching retirement

With only a few years to go before we retired, we realised we needed a detailed financial plan. Our Godfrey Pembroke adviser gave us immediate confidence that he understood our situation and could find a solution. He helped develop clear retirement goals and investment targets, and then created a plan to help us achieve them.

High net worth individuals

Our financial affairs are relatively complex, so we were concerned to find an adviser who could provide a high calibre of confidential advice. That’s when a friend recommended Godfrey Pembroke. On first meeting my Godfrey Pembroke adviser, I was impressed by the breadth of his financial knowledge and rapid understanding of the particular issues we

SMSFs

While we’ve always enjoyed the extra control an SMSF brings, we have sometimes struggled to achieve the level of investment returns we would like, particularly in the volatile markets of recent years. That’s why we turned to Godfrey Pembroke. Our adviser has helped us put in place a coherent investment strategy generating a reliable income

Business owners

As a business owner, you learn to treasure professional advisers you can trust to look after your interests, even when your focus is elsewhere. That’s how I regard my Godfrey Pembroke adviser. The team at Godfrey Pembroke have not only provided high quality advice on my family’s finances, they have also helped to protect the value in my business with a clearly thought out and well-supported succession plan. I would recommend them to anyone.

Busy professionals

While I always knew I needed a plan, I struggled to find the time to give my finances the attention they needed. I was also hesitant about entrusting a stranger with my family’s financial future. But the team from Godfrey Pembroke made the process easy. They took the time to truly understand our lifestyle goals

Fresh thinking

In today’s uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you’ve worked so hard to build. At Godfrey Pembroke we combine the best research, the best people and the best strategies to help you build on your success.

When you talk to us, you can be confident you’ll receive a completely personalised financial strategy, individually tailored to reflect your goals, preferences and attitudes towards investing.

Once your personalised plan is up and running, we’ll continue to work in close partnership with you and your family to make sure you stay on track. We’ll also collaborate with your other professional advisers, such as your personal banker and your accountant, to provide complete financial care.

Our aim is to create a partnership for life, so you can be confident you’ll always have expert support.