Valued, long term relationship

When my husband retired we looked around for a conservative financial planning group and settled on what was then Godfrey Pembroke in Thornleigh.  It appealed for many reasons but one was because they were prepared to talk to me alone and explain financial matters in simple terms, and not make me feel ignorant.

When my husband died, I could not have asked for more support from John and Andrew, in practical support and professional and personal help. I am always made to feel welcome and treated as if I am someone special whenever I ask for help. Questions are answered promptly and courteously and reviews are very professional.

I have recommended them to other people and would not hesitate to do so again. Through it all I have to say John and Andrew have handled my affairs well and I am doing as well as anyone can at the moment in Australia.

GD – Client of Godfrey Pembroke – 16 years

Sound planning pays off

We sought out a professional Financial Planner several years ago – knowing that retirement was just around the corner. We had accumulated some wealth through the years, but were unsure if it would be enough to retire on.

We were lucky enough to choose Andrew and John as our Financial Planners and have been delighted with our decision since. After listening to our goals and discussing our financial situation, they presented us with a plan that covered the period in our lead up to retirement and beyond. They took the time to educate us about the various strategies they devised for us to ensure we were comfortable when it came time to implement them.

Even through the Global Financial Crisis, although worried like most investors, we were comforted by the fact that Andrew and John kept in regular contact and changed our investments to minimise the downward impact on our portfolio.

We are now happily enjoying our retirement. Although markets are uncertain – we feel very relaxed in the knowledge that Andrew and John are keeping an eye on things, regularly reviewing our position and we can call them anytime to discuss our situation. We recommend anybody looking for a Financial Planner who genuinely cares about you – to give Newcombe Kritsimas Partners a call.

MD & JD – Clients of Godfrey Pembroke – 8 years