We’re proud to be a member of the Godfrey Pembroke network — a national coalition of independent 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).
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.
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.
Meanwhile, our growth continues, with over 190 Godfrey Pembroke consultants throughout Australia, and offices in all state capitals and many large regional centres. By continuing to build on our strengths, we are now better positioned than ever to help you grow, achieve and enjoy more.
What makes Godfrey Pembroke different?
We take the time to understand you
Everyone’s unique, so you deserve a unique financial plan. We take the time to develop an in-depth understanding of your current situation, your resources, your attitude towards risk, and your plans for the future, then develop tailored strategies to match.
We bring you fresh thinking
We combine the best research, the best people and the best strategies to help you build on your success. By combining our experience with the resources and market insights of one of Australia’s leading financial services groups, we can develop a personalised financial plan to help you create wealth for tomorrow, while enjoying life today.
Experience
We have over 18 years’ experience helping affluent Australians prosper through changing economic cycles and in a variety of different market conditions. Now you can put our experience to work to grow and protect your wealth.
We help you take control
We work in collaboration with you, giving you the knowledge and opportunities you need to take control of your financial future. You decide how you would like to work with us — whether you would like us to provide specialist advice on a particular investment strategy, or construct and implement a holistic financial plan.
We’re self-employed
While we’re part of the Godfrey Pembroke family, we’re also an independently owned business. So you can be confident that our advice is both personalised and impartial, and that your best interests are our first priority.
We bring you industry-leading insights and opportunities
As members of the Godfrey Pembroke network, we’re supported by one of Australia’s largest financial groups. That means we can bring you specialist insights and opportunities from across the MLC group, including:
- Institutional calibre asset allocation from Jana.
- Customised portfolios from ThreeSixty.
- Independent research from Lonsec, Zenith and Morningstar.
- Economic analysis and market insights from NAB and JBWere.
- Investment opportunities and premium solutions from a wide range of providers, including IPOs and exclusive opportunities not generally available to individual investors.
We offer a transparent fee for service
In 2006, Godfrey Pembroke led the industry in introducing a transparent fee-for-advice model. When you engage us, we’ll clearly set out the fees you can expect to pay and the benefits you can expect receive in return, only acting with your explicit approval. And we never take commissions on investment products from the financial institutions that provide them.