Investing
Godfrey Pembroke - Life Style Advisory Services
Open today
9:00 am - 5:30 pm
Godfrey Pembroke - Life Style Advisory Services
We are a full service financial planning practice based in Parramatta. You will find that we provide services that cover your need of:
* Financial planning & strategy - Where are you going and are you now? We assess the suitability of different retirement & investment strategies including full financial modeling & projections.
* Superannuation & pensions - Do I have enough to retire on and how long will it last? We assess you need for market linked pensions (allocated pensions) and lifetime or fixed annuities.
* Investment & savings - How can I save or earn more and what are the risks involved? We can recommend on managed investments, shares, or exchange traded funds. On request we can assess the suitability of structured products & tax effective investments.
* Life insurance services - What happens if I die or cannot work anymore? We assess you need of different types of insurance (death, total & permanent disablement, trauma / critic illness & income protection / salary continuance) and the structure. These can be for both business (key person or business insurance) and personal protection needs.
What makes us different from other financial planners?
1 Fee based - putting you in control of what services you pay for. Why go to a bank or industry superannuation fund and possibly pay higher fees, when they may only recommend in-house options?
2 Have no sales targets - we only recommend on the basis of what you need and not to meet any external targets. In addition we do not accept "soft dollar" incentives or volume bonuses.
3 Fixed Fees - you will know before any work is commenced what fees will be charged and what services you will receive.
4 We offer full, service and we cater for a wide range of clients.
Because we are fee based, you do not need to make any ongoing commitment (or pay commissions for a relationship you may not require). Also we have no "sales" targets to any institutions; so we put your interests ...read more
Contact details
Opening Hours Detail
- By Appointment (Only)
Have a picture to share?
Upload it to help other users learn more about this business.
