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Client experience

Our clients typically come from three categories; Retirees, Professional Executives and Small Business Owners. Aside from a desire to maximize their financial positions our clients tend to demonstrate similar financial and personality traits of involving and valuing professional, reliable and understandable financial advice experts.

The journey we take with our valued clients begins with a discovery session where we identify their most deeply held lifestyle and financial values and underlying motivations for the goals that they set using our values based methodology.

This discovery process then enables us to build individually tailored strategic solutions designed to be the framework within which long term advice relationships are built. By understanding that flexibility is the key to optimal financial outcomes our plans are structured to grow and change as our clients lives require it. This ongoing financial evolution affords us the ability to develop real, meaningful relationships with our clients and their families.

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Contact us

'HQ', Suite 11, Level 1
58 Riverwalk Avenue
Robina QLD 4226

(07) 5689 1222

(07) 5689 1227

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Video updates

To assist your financial understanding we have produced a series of recorded video updates. These video editorials discuss topics ranging from market material and budget releases to relevant educational pieces.

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Travel blog

With today’s increased focus on work life balance and ‘ski’ (Spend Kids Inheritance) holiday’s, our clients are enjoying their domestic and international travel. Share with us what you’ve learned or what you need to know about your travels.

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IntegraVest Financial Planning Pty Ltd 75 458 061 264 & Secure Wealth Pty Ltd 17 084 191 744
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254,

Godfrey PembrokeAustralian Financial Services Licensee, Registered Office 105-153 Miller Street, North Sydney NSW 2060.
A member of the National Australia group of companies.

Godfrey Pembroke