We’re proud to be a member of the Godfrey Pembroke network — a national coalition of independently owned 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. As of June 2021 Godfrey Pembroke became a wholly owned subsidiary of IOOF Holdings Limited ABN 49 100 103 722 (“IOOF”) until March 2024 when the Godfrey Pembroke Group of Self Employed businesses took majority ownership to become an adviser led stand-alone institution.
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 85 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 take the time to understand you
Everyone’s unique, so you deserve a unique financial plan. We take the time to develop an in-depth understanding of your current situation, your resources, your attitude towards risk, and your plans for the future, then develop tailored strategies to match.
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 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.