When you’re dedicated to managing a successful professional practice, time is your scarcest resource. So it can be difficult to give your own finances the attention they truly deserve.
That’s where Godfrey Pembroke can help. We specialise in helping busy professionals manage, extend and protect their growing wealth, with sophisticated solutions and exclusive opportunities.
We can help you respond to the specialised challenges you may be facing — from tax planning, to SMSF set-up and administration. So you can continue to focus on your professional life, knowing your finances are in good hands.
Investors approaching and in retirement
Today, Australians are living longer and staying more active in retirement than ever before. As a result, our financial needs in retirement are also rising. So it’s essential to plan ahead and make the most of your resources if you want to enjoy the retirement you’ve always looked forward to.
Your Godfrey Pembroke adviser can help you realise your dream of future prosperity, using a range of proven strategies including salary sacrifice, self-managed superannuation and transition to retirement. We can also help to safeguard your savings from the effects of market volatility, generating more income with less risk.
Young individuals and families
As they begin a career after completing their studies, many will start to save for a variety of ‘goals’ be it travel, a car or even for a deposit to buy a property or shares. Most will have also started their very first superannuation fund even though retirement will be the furthest thing in their minds. Later they are likely to form long-term relationships and even start a family, at which time they may have a mortgage. Your needs are entirely different and you need to manage your cash flow and protect not only your family but their future.
We specialize in clever solutions for young individuals and families to effectively manage their cash flow so they can save, reduce their mortgage and protect their most important assets.
A self-managed super fund (SMSF) gives you more control over your future, with a wider range of investment opportunities to choose from — but it also involves some weighty responsibilities. Not only do you need to comply with a multitude of increasingly complex regulatory obligations, you also need to devise and document a suitable investment strategy, while managing your portfolio in a fast-changing investment environment.
We can take the complexity out of running an SMSF, with personalised advice and support to help you set up and administer your fund, and a comprehensive investment strategy tailored to your investment time frame and retirement goals. So you can maximise your super savings and look forward to a secure and prosperous retirement.
High-net worth individuals
As your wealth increases and your financial situation becomes more complex, you need increasingly sophisticated strategies to make the most of your growing resources and safeguard the prosperity you’ve worked so hard to create. That’s where a Godfrey Pembroke adviser can help.
We specialise in tailored solutions for high-net worth individuals, with personalised investment planning, astute portfolio management and advanced strategies including trusts, SMSFs, gearing and tax-effective investments.
Successful business owners understand they can’t do everything on their own. So it’s essential to have an experienced team behind you that you can trust to keep your best interests at heart.
Your Godfrey Pembroke adviser will work with you to unlock the value you’ve worked so hard to create. As well as investing the income your business produces now, we can help you prepare for your next step, with a tailored business succession strategy designed to maximise value and protect you, your business partners and your employees. We can even show you how to manage your cashflow more effectively, reducing debt and generating an ongoing income stream that will underpin your family’s lifestyle for years to come.