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Investors approaching retirement

June 3, 2013 by Anthony Joseph Brosnan

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. We’re now able to enjoy life more in the present, knowing that the future has been taken care of.

Filed Under: Testimonial Tagged With: main

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

(08) 8456 9020


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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

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

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