About us

About us

Godfrey Pembroke was founded in 1981 with a vision to provide high quality tailored financial advice to individuals, small businesses and corporations.

Today we have over 140 financial advice specialists throughout Australia and the Godfrey Pembroke network is regularly recognised with industry awards for leading advice professionalism, transparency and trusted relationships.

Small business with big connections

Small adviser network with big connections

Every one of our financial advice specialists is part of an owner-operated business.

  • Advisers choose to partner with Godfrey Pembroke to benefit from the expansive network of market intelligence, investment services and wealth management solutions available to us as part of the National Australia Group , which also include MLC and JBWere.

    This enables our advisers to offer an extensive range of insights and opportunities to you with a commitment to provide high quality advice that is in your best interests.

Highest quality advice

Highest quality advice

All of our financial advice specialists adhere to Godfrey Pembroke’s rigorous standards for education and training, and are regularly assessed against them, ensuring you receive the highest quality of advice.

The Approved Product List is a list of products that have undergone due diligence by research professionals.

Godfrey Pembroke advisers can recommend products from the APL knowing that they stand up well in comparison to other products in the market, having successfully passed through a stringent upfront review process and ongoing monitoring.

  • We believe the best financial plans come from having a long-term partnership with a financial advice specialist that you have complete confidence in.

    Many of our financial advice specialists hold specialist expertise in areas such as self-managed superannuation, retirement, direct investments and business succession. They also work with tax, legal and estate planning experts to service clients with more complex needs.

    Godfrey Pembroke is a Financial Planning Association (FPA) Professional Partner and we encourage our advisers to attain Certified Financial Planner® (CFP) certification, the highest certification in financial planning worldwide.

Working together

Working together

We commit to work with you over time to adapt your plan as your priorities shift and help you realise your goals along the way.

  • This commitment includes:

    • Working closely with you to understand your situation and goals.
    • Drawing up a comprehensive assessment designed to identify opportunities and create greater efficiencies.
    • Collaborating with you to optimise your plan through a mix of financial strategies, products and personal and investment disciplines.
    • Meeting with you regularly to measure your progress against your goals and needs.
    • Carefully reviewing your plan on an ongoing basis to ensure it’s adapting to any changes in your goals, legislation or market conditions.
Fee for advice

Fee for advice

Godfrey Pembroke has led the industry since 2006 by implementing a ‘fee for advice’ model.

  • Our financial advice specialists collectively switched off commissions for new clients on all superannuation and investment business after 1 October 2006, meaning commissions from investment management companies were directed back to you.

    We made these decisions because we believe you deserve transparency, and to ensure all recommendations we provide are driven by your needs alone.