HOW WE CAN HELP
Our goal is to ensure that you are able to keep your dreams alive whether it be in your retirement, the purchase or your first home, protecting your family and assets or simply making a new start.
At Beaches Financial Planners we will take the time to listen to you to see where you are currently situated and where you see yourself by tailoring a financial strategy that suits you.
Our relationships with our clients are built on trust leaving you confident that you have a plan in place for both now and into the future.
We are a privately owned company located in Manly Vale on Sydney’s Northern Beaches and operates under the Godfrey Pembroke dealership group. We also operate under a fee for service model which allows transparency, so you know exactly what you’re paying for.
OUR PROCESS
At Beaches Financial Planners, you and meeting your needs, goals and dreams are the core aim of our business. There are 4 key parts of the service we provide:
1) Meet and understand your goals
Firstly, we start by listening and learning what’s important you at our initial meeting. In addition, we’d also like to know what services you are seeking from us as this will form the scope of our advice. We can help you determine if you require comprehensive advice or something more limited. If you choose to go ahead with a financial plan and strategy, we will clearly state our fees for our services at this meeting.
2) Analysis, Research, Financial Plan
Once we have clear understanding of where you want to be we conduct our analysis, drawing on the considerable research and technical resources available to us. We then will prepare a Statement of Advice with your best interest at heart. We’ll also make sure that is presented in a clear a concise manner in a language that you can understand.
3) Implementation of your Strategy
Once your final strategy is agreed upon and you are satisfied with our recommendations we’ll commence implementing the material within your statement of advice. Once implemented we’ll also monitor the recommended strategies to ensure they remain of a high quality and continue to meet your ongoing needs and objectives.
4) Review and Ongoing Service
We like to see our clients of a regular basis and our door is always open. We will keep you informed of unforeseen legislative changes, changes to both domestic and international share markets and changes to your personal circumstances. With regular communication we’ll keep you up to date with how you’re progressing and giving you peace of mind, knowing that someone else is looking after these things for you.
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
Contact Us
Contact us for a no obligation chat over the phone or meeting