While we’re proud to be 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.
Archives for April 2013
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Steven firmly believes that his primary role as a trusted financial adviser is to help his clients ‘plan well’ and ‘invest well’ so they may ‘live well’.
Case Study: Investing for Children
Liam asks: I want to invest some money for my children to use when they are older. I’ve looked into scholarship funds but I can’t guarantee the money will be used to pay for their education. What other options could be suitable? Hi Liam. Scholarship funds can be a tax-effective option if the money is […]
Secrets of the Worlds Top Investors
The world’s best investors have developed a number of highly successful investment strategies in decades past. Some of these investors started out with as little as $100 and today boast fortunes worth billions. We thought we’d take a look at the lessons from three of the world’s most successful investors and see how they can […]
Case study: Moving into residential aged care
The challenge Keith and Nicole were informed that Nicole’s mother Janelle required low level residential aged care. Their immediate need was to find the best aged care residence to look after her, yet without having a significant impact to her financial position and in turn her social security benefits. Janelle has her home worth $1m, […]