We’re proud to be a member of the Godfrey Pembroke network — a national coalition of professionally aligned financial advisers who specialise in providing tailored financial advice to clients with complex financial needs.

Godfrey Pembroke’s history

Godfrey Pembroke has been helping Australians grow and enjoy their wealth since 1995, following the merger of two large Australian financial planning groups: Godfrey Weston (established in 1981) and Pembroke Financial Planners (established in 1986).

In July 1999, Godfrey Pembroke joined the MLC family of specialist advisory firms. Together, we became part of the National Australia Bank group in April 2000, significantly expanding the breadth of research and investment solutions available to our clients.

Today, Godfrey Pembroke combines the personalised service and specialist expertise of a boutique adviser with the strength, security and scale that comes from being part of one of Australia’s most trusted financial institutions.

Meanwhile, our growth continues, with over 190 Godfrey Pembroke consultants throughout Australia, and offices in all state capitals and many large regional centres.
By continuing to build on our strengths, we are now better positioned than ever to help you grow, achieve and enjoy more.

What makes Godfrey Pembroke different?

We service the specialised needs of successful Australians

We specialise in helping successful professionals, executives and business owners extend and protect their wealth. No matter how complex your financial situation, we can support you with sophisticated strategies to make the most of your growing resources and safeguard the prosperity you’ve worked so hard to create.

We combine the best research, the best people and the best strategies to help you build on your success. By combining our experience with the resources and market insights of one of Australia’s leading financial services groups, we can develop a personalised financial plan to help you create wealth for tomorrow, while enjoying life today.

We’re self-employed

While we’re part of the Godfrey Pembroke family, we’re also an separately owned business. So you can be confident that our advice is personalised, and that your best interests are our first priority.

We bring you industry-leading insights and opportunities

As members of the Godfrey Pembroke network, we’re supported by one of Australia’s largest financial groups. That means we can bring you specialist insights and opportunities, including:

• Institutional calibre asset allocation.
• Customised portfolios.
• Independent research from Lonsec and Morningstar.
• Economic analysis and market insights.
• Investment opportunities and premium solutions from a wide range of providers, including IPOs and exclusive opportunities not generally available to individual investors.

We offer a transparent fee for service

In 2006, Godfrey Pembroke led the industry in introducing a transparent fee-for-advice model. When you engage us, we’ll clearly set out the fees you can expect to pay and the benefits you can expect receive in return, only acting with your explicit approval. And we never take commissions on investment products from the financial institutions that provide them.