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

Investors approaching retirement

High net worth individuals

SMSFs

Business owners

Busy professionals

Financial advice built around your life.