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About Godfrey Pembroke

logoWe’re proud to be a member of the Godfrey Pembroke network — a national coalition of independent 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?

Know that you’re making the best financial decisions.

We work in collaboration with you, giving you the knowledge and opportunities you need to take control of your financial future. You decide how you would like to work with us — whether you would like us to provide specialist advice on a particular investment strategy, or construct and implement a holistic financial plan.

We’re self-employed

While we’re part of the Godfrey Pembroke family, we’re also an independently owned business. So you can be confident that our advice is both personalised and impartial, 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 from across the MLC group, including:

  • Institutional calibre asset allocation from Jana.
  • Customised portfolios from ThreeSixty.
  • Independent research from Lonsec, Zenith and Morningstar.
  • Economic analysis and market insights from NAB and JBWere.
  • 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.

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Venture Financial Planning Pty Ltd ABN 62 095 194 559 is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625
AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.