We’re proud to be a member of the Godfrey Pembroke network — a national coalition of financial advisers who specialise in providing tailored financial advice to clients with complex financial needs.
Godfrey Pembroke’s history
Godfrey Pembroke has been helping Australians grow and enjoy their wealth since 1995, following the merger of two large Australian financial planning groups: Godfrey Weston (established in 1981) and Pembroke Financial Planners (established in 1986). The vision was to create a business aimed at providing tailored financial advice.
In July 1999, Godfrey Pembroke joined the MLC family of specialist advisory firms. Together, we became part of the National Australia Bank group in April 2000, significantly expanding the breadth of research and investment solutions available to our clients. As a NAB/MLC owned national licensee of self-employed financial advisers, Godfrey Pembroke is an industry leader in providing strategic financial advice to clients on a fee for advice basis across all investment products.
Today, Godfrey Pembroke combines the personalised service and specialist expertise of a boutique adviser with the strength, security and scale that comes from being part of one of Australia’s most trusted financial institutions.
What makes Godfrey Pembroke different?
Started by entrepreneurs, continued by entrepreneurs
Godfrey Pembroke’s entrepreneurial foundations continue today with over 190 self-employed consultants throughout Australia, and offices in all state capitals and many large regional centres.
Advice from business owners and operators
Godfrey Pembroke insists on maintaining the autonomy of the financial advice specialists. While we are part of the Godfrey Pembroke family, we are also an individually owned business and our own bosses. We choose to partner with Godfrey Pembroke to benefit from the support we receive from the networks, across marketing, investment services and research, ongoing training and compliance. Therefore, you can be confident that our advice is both personalised and objective, and that your best interests are our first priority.
A partnership with Godfrey Pembroke represents an alliance with a group that values small business and supports autonomy and ingenuity.
Transparent fee for service
In 2006, Godfrey Pembroke led the industry in introducing a transparent fee for advice model. When you engage us, we will clearly set out the fees you can expect to pay and the benefits you can expect to receive in return, only acting with your explicit approval. We never take commissions on investment products from the financial institutions that provide them.
Underpinning these moves is a central tenet of the Godfrey Pembroke philosophy; the client deserves transparency and the conviction that all recommendations provided are driven by needs alone.
All Godfrey Pembroke clients can already withdraw from their financial planning agreement with one month’s written notice, and all clients have the opportunity to ‘opt in’ to advice every two years.
Bringing you industry leading insights and opportunities
As part of the Godfrey Pembroke network, we are supported by one of Australia’s largest financial groups. This means we can offer clients direct access to an expansive network of research and market intelligence, investment services and wealth management solutions.
As members of the broader MLC and NAB networks, we can draw on the specialist expertise, insights and technical opportunities of other market leaders. We can provide investment opportunities and premium solutions from a wide range of providers, including IPOs and exclusive opportunities not generally available to individual investors.
In conjunction, Godfrey Pembroke draws on a dedicated research team, ThreeSixty, which works across listed securities, managed investments and protection products providing access to:
- More than 250 listed securities on the ASX and Initial Public Offers (IPOs)
- Managed funds, investment platforms and insurance products from a broad range of affiliated and non-affiliated providers
Our approach
Everyone’s vision of their future is unique to them and carries with it complex needs. At Godfrey Pembroke we will always individually tailor and personalise our advice to match your aspirations.
From your first meeting you will know a direction you are heading and any fees involved. Godfrey Pembroke will put you in control of the scope of your financial advice and its cost.
It is your vision and we believe it demands nothing less.
An ongoing partnership
Godfrey Pembroke offers financial advice that covers many different areas. We can collaborate with you on just one or several areas of specialisation.
Our commitment is to work with you over time, adapting your plan as your priorities shift and helping you realise the life you want to lead along the way.
In early meetings, we will work closely with you to understand your situation. A comprehensive assessment designed to identify opportunities as well as areas for creating greater efficiencies is then drawn up.
Then we will collaborate with you to optimise your plan, integrating your aims with a mix of financial strategies, products and personal and investment disciplines.
Once your plan has been implemented, you can choose for us to meet with you regularly, measuring progress against your goals and needs. On an agreed basis, we will carefully review your plan to ensure it is still relevant and adapt to any changes in your objectives.