Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, four-step process to create a personalised strategy, tailored for you.
Step 1: Understanding
We begin by developing a deep understanding of the important issues that will shape your financial plan, including your goals, priorities, financial resources and attitude toward risk.
Step 2: Strategy
Next, we build on our understanding to create a personalised strategy, structured around your goals. In formulating your strategy, we’ll draw on the market insights and research capabilities of the Godfrey Pembroke network and the wider MLC group. Then we’ll help you explore a range of options for wealth creation and protection, providing detailed information about the potential benefits and risks of each alternative.
Step 3: Implementation
Once we have agreed on a strategy with you, we put it into action, creating a customised portfolio tailored to your needs.
Step 4: Review
We continuously monitor your portfolio to make sure you’re on track to achieve your objectives. Then we meet regularly with you and your family to review its performance, explore new opportunities, indentify emerging risks, and understand your evolving needs.
It is important that we conduct regular reviews with you to ensure that our recommendations continue to meet your needs. Our team has a robust process that ensures your investments are reviewed on a monthly basis, and adjusted to be in line with our independent research – every month.