• LinkedIn
Godfrey Pembroke
(08) 8456 9020 Get in touch
  • Home
  • About us
    • Our team
    • About Godfrey Pembroke
    • Our philosophy
    • How we work with you
  • Client experience
    • Our clients
    • Testimonials
    • Financial Services Guide
  • Active advice
    • Our fees
    • Trust and transparency
  • Our specialisations
  • Resources
    • Useful Links
  • News
    • Monthly Market Update
    • Monthly Economic Update by MLC
    • Investment Insights
    • MLC Scenario Insights & Portfolio Positioning
    • Federal Budget
  • Contact

How we work with you

Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, six-step process to create a personalised strategy, tailored for you.

Step 1: Defining the scope of engagement

In our first meeting we will explain the process that we will follow, find out your needs and make sure they can meet them. We will also talk you through our background as financial advisers and our fee structure.

Step 2: Identifying your goals

Next, we build on our understanding and work with you to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.

Step 3: Assessing your financial situation

Once we have identified your short and long term goals, we then take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.

Step 4: Preparing your financial plan

Once we have a clear understanding of your individual goals and your financial situation, we will then recommend suitable strategies, products and services, and answers any questions you have.

Step 5: Implementing recommendations

Once you’re ready to go ahead, your financial plan will be put into action; where appropriate, we may work with specialist professionals, such as an accountant or solicitor as identified.

Step 6: Reviewing the plan

Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important your financial plan is regularly reviewed, to make sure you keep on track.

To see what you need to bring to our first meeting, click here.

Contact Our Office

Level 9, BDO Centre
420 King William Street
ADELAIDE SA 5000

(08) 8456 9020


Click here for a map of parking and transport options around our office.

About Us

Financial advice specialists Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most … Read More

Our services

Aged care planning SMSF’s and retirement planning Cashflow management Portfolio structuring and tax management Estate … Read More

  • Advice warning
  • Legal notice
  • Complaint resolution
  • Privacy Policy
  • Sitemap

Copyright © 2025 First Principles Financial Planning .
Wordpress Website by The DMA

  • LinkedIn

First Principles Financial Planning are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451.

Godfrey Pembroke Godfrey Pembroke