Why Godfrey Pembroke
The Financial Planning Association of Australia (the professional association governing the industry) recommends you ask the following questions to help you decide which planner is right for you.
Whom do you represent?
Godfrey Pembroke Limited is an Australian Financial Services Licensee and Insurance Broker. The company is a member of the National Australia Bank group.
Are you, or your principal firm, a Principal and/or Practitioner Member of the FPA?
The Godfrey Pembroke team is comprised of individual and group practices. Depending on which adviser you contact, you will be dealing with the Principal or an adviser working under the direction of a Principal. All the Principals in the Godfrey Pembroke group are members of the FPA.
What are your qualifications and professional designations?
All Godfrey Pembroke consultants are equipped and trained to deliver comprehensive financial planning advice.
The majority of our consultants have been financial advisers for at least five years – most have Certified Financial Planner status.
All our consultants seek to improve the quality of their advice and service through ongoing training. Many are accredited via the Godfrey Pembroke Quality Advice Programme.
Many consultants are also qualified to offer specialist advice to clients with unique financial needs – such as expatriates, senior executives, human resources managers and executives in charge of corporate super funds.
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What services do you provide?
For individuals - We offer a range of services tailored to the needs of individuals. These services include:
- Wealth Accumulation and Investment Planning
- Superannuation Planning
- Retirement Planning
- Taxation Management
- Estate Planning
- Risk Insurance
- Lending/Debt Management Services
Specialist services for individuals -We offer a range of services tailored to the needs of individuals who need specialist advice. These services include:
- Executive Financial Planning
- Expatriate Financial Services
- Redundancy and Early Retirement Counselling
For corporations - Our long experience working with corporations across all industry sectors means Godfrey Pembroke can offers a range of services tailored to organisations and their employees: Find out more about our services for corporations
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What written advice do you provide?
Your initial consultation with a Godfrey Pembroke consultant is free and carries no obligation. When you decide to proceed, your adviser will prepare a written Statement of Advice for which you will be charged.
The Statement of Advice will include a record of your current financial position and your attitude to investment risk. It will also detail your lifestyle and financial goals and objectives and provide you with a clear strategy on how to achieve them.
To keep your plan up to date, your adviser can review your strategy and provide a written record of the progress of your investments along with any recommended changes to your strategy. A fee is charged for these reviews.
To arrange your first consultation with a Godfrey Pembroke consultant, click here to Find an Adviser [link to Find an Adviser feature] or phone our freecall enquiry line on 1800 023 867.
How are you paid for those services?
Most of our consultants work on a fee-for-service basis. So you pay only for the advice you need.
Do you declare all fees, charges and commissions?
Yes, all fees, charges and commissions are declared. An overview of this information is provided in both the Financial Services Guide and Statement of Advice.
What research do you perform to support any recommendations you might make?
All our consultants have access to a highly regarded research and technical support team within our parent organisations, MLC and the National Australia Bank. We also draw on some of the world’s best investment, economic and market research.
This breadth of quality research underpins the investment strategies we design exclusively to meet your needs.
Find out more about our research
What ongoing services do you provide and what is the charge for them?
Once you are comfortable with the overall direction of your financial plan, your Godfrey Pembroke consultant can review your progress.
Regular reviews of your strategy will ensure it is modified to reflect changes in the economy, legislation and your personal circumstances. The cost of this service depends on the amount of time it takes to complete and the complexity of your portfolio. Your Godfrey Pembroke adviser will detail the charges for this service.
What professional indemnity insurance is maintained?
A group policy is maintained for all Authorised Representatives of Godfrey Pembroke Limited for advice they provide to clients.
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