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Portfolio structure & tax management

We know establishing the optimal portfolio structure is required for asset ownership and asset investment. Once we have identified your investment capacity our advice specialists will provide recommendations on how your current and/or proposed portfolio should be owned.

By starting with appropriate ownership we attempt to minimize the chance of major financial impact should you encounter divorce and/or litigation. Beyond this, our portfolio structure approach relates to which assets you should hold, having regard to your objectives and risk tolerances. The construction and on-going monitoring of your portfolio should not be guess work. We actively engage with fund managers, corporate executives and research specialists to seek out the best portfolio we can.

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 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