Godfrey Pembroke
(0402) 11 99 27 Get in touch
  • Home
  • About us
    • Our team
    • Awards & accreditations
    • Our community
    • About Godfrey Pembroke Limited
    • Our philosophy
  • Client experience
    • Our clients
    • Testimonials
    • Financial services guide
  • Active advice
    • Fee for advice
    • Trust and transparency
  • Our specialisations
    • Wealth planning & accumulation
    • Investment planning
    • Lending/debt management services
    • Cashflow management
    • Super and retirement planning
    • Estate planning
    • Risk insurance
  • Resources
  • News
  • Contact

Investment planning

To achieve your vision for the future, you need a disciplined investment plan structured around your unique goals and life situation. At Godfrey Pembroke, we’ll help you create a personalised plan designed to fit your lifestyle, investment objectives, time-frame and resources.

If your investments aren’t delivering the returns you expect, we can help get you get back on track, identifying underperforming assets and finding new options for maximising your growth potential without excessive risk.

How we help

Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, four-step process to create a personalised strategy, tailored for you.

1. Understanding

We begin by developing a deep understanding of the important issues that will shape your financial plan, including your goals, priorities, financial resources and attitude toward risk.

2. Strategy

Next, we build on our understanding to create a personalised strategy, structured around your goals. In formulating your strategy, we’ll draw on the market insights and research capabilities of the Godfrey Pembroke network and the wider MLC group.

3. Implementation

Once we have agreed on a strategy with you, we put it into action, creating a customised portfolio tailored to your needs.

4. Review

We continuously monitor your portfolio to make sure you’re on track to achieve your objectives. Then we meet regularly with you and your family to review its performance, explore new opportunities, identify emerging risks, and understand your evolving needs.

More opportunities

We can help you explore a wide range of investment options, including:

  • Direct equities. Customised portfolios designed to generate either capital growth or a tax-effective income stream, depending on your needs.
  • Managed funds. Cost-effective exposure to a diverse range of assets through professionally managed funds, including wholesale funds otherwise unavailable to individual investors.
  • Protected Investments. Investments with the security of built-in capital protection or income guarantee.

Contact us

370 Mann Street
North Gosford NSW 2250

PO Box 3308
ERINA NSW 2250

0402 11 99 27

adam@gplcc.com.au

New Achiever Award winner 2014

Adam Moremon has been awarded the Godfrey Pembroke New Achiever Award for 2014. Adam has the following … Read more

Services

Our team have experience in managing a broad range of client goals and circumstances, including: Wealth planning and … Read more

  • Advice warning
  • Legal notice
  • Complaint resolution
  • Privacy
  • Sitemap

Copyright © 2025 Godfrey Pembroke Central Coast . Wordpress Website by The DMA

Fifty Nine Eleven Pty Limited (ACN 152 726 540) ATF MMCMLXX Family Trust (ABN 28 947 233 861) are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451.

Godfrey Pembroke

Godfrey Pembroke