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Active advice

Why Our Firm?

Trust

We understand that providing financial advice is a privilege whereby the utmost trust has been placed in us and we respect and appreciate that trust.

Client experience

Results from our 2015 annual client survey showed:

  • 97% of clients would be comfortable recommending our firm to family and friends
  • 86% of clients felt their financial position was moving in line with their objectives
  • 93% of clients felt we had met or exceeded their expectations
  • 100% of clients found our on-going review process valuable to their financial education and comfort level

Fee for advice

We operate a transparent fee-for-advice model on all investment recommendations. Our clients know our costs are directly paid by them and are fully informed of these prior to acceptance or implementation of any advice.

Experience

Our advice team has a combined market experience of over 60 years. We provide active financial advice to over 100 clients and manage in excess of $60 million in Funds Under Management.

Accessibility

All client meetings are held with 2 financial planners who provide advice on their position. This affords our clients uninterrupted, uniform advice on their personal position regardless of planner leave, illness or retirement.

Aligned professional networks

We understand that complete financial advice encompasses many areas of expertise. Our firm has formed strong working relationships with specialists in the field of Accounting, Law, Estate Planning and Mortgage Broking. These alliances provide our clients with a team of professionals working in tandem for the benefit of their position.

Education standards

Our team of financial advisers contains industry accredited specialists in the fields of Self Managed Superannuation, Estate Planning and Business Succession. All advice team members exceed the industry standards for advice qualifications and commit to more than 30 hours each year of ongoing professional development.

Ongoing client engagement

Our clients are involved in bi-annual forward planning meetings to ensure their ever changing positions are up-to-date and all strategies reviewed to guarantee continued relevance. We provide our clients with filmed video updates, monthly market based newsletters and ad-hoc presentations to aide with their education, understanding and comfort.

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.

View Videos

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 are authorised Representatives of Godfrey Pembroke Group Pty Ltd (Godfrey Pembroke), ABN 38 078 629 973, Australian Financial Services Licensee 245451, a member of the IOOF group of companies.

Godfrey Pembroke

Godfrey Pembroke