Godfrey Pembroke
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How we work with you

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.

Active Management

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.

client-experience-flowchart

Contact Us

Phone (08) 9208 1444
Fax (08) 9208 1451

Unit 10, 10 Whipple Street
Balcatta, WA 6021

Our Philosophy

At Odyssey Financial Services, we believe every client is unique, so we support you with a unique financial plan built around your personal … Read more....

Active advice

Our team has a robust process that ensures your investments are reviewed on a monthly basis and adjusted to be in line with our independant research   … Read more....

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Odyssey Financial Services (WA) Pty Ltd. ABN 88 124 789 635
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