WHO WE ARE
We are a local based Northern Beaches Financial Services company. We take the time to listen to you. Our work is based around people and it is our role to help you identify and live your financial or lifestyle goals. That’s what we do and what we’re good at. We are interested in you.
We focus on building partnerships with our clients that last and our goal is to continue growing from our best sources or referrals, our clients.
Building the right strategy is not done overnight however it requires discipline, experience and good judgement. We’re confident we can help you.
Beaches Financial Planners the company is a new local face however we have gained more than 22 years’ experience working within the financial and broking environments in Sydney’s CBD.
It’s not just us, we have considerable resources at our disposal. This includes a wide range of research and investments tools from leading research companies, along with direct access to leading economic views from industry economists, fund managers and technical strategists.
Our Client Testimonials
“I was seeking advice to review my situation when I was 66 years of age and still working. Vic and the team were able to create a plan that looked at my current situation and gave me the confidence to effectively retire shortly after meeting with Godfrey Pembroke
Four years later I am now enjoying my retirement in the knowledge that my finances are being looked after by Vic, with the backing of Godfrey Pembroke.
I have regular catch ups with Vic to ensure that my finances are still on track for the future, by doing this I can plan for holidays, renovations and repairs and ensure that I am financially secure.
I am very happy with the service Vic and his team have provided me and have recommended them to family and friends.”
Len Broadbere
MEET OUR TEAM
Gerard Homan
Principal - Financial Planner
Jodie Plant
Advice Assistant
CONTACT US TODAY
Contact us to take the first step to meeting your financial goals.