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Sapphire Coast Financial Services

0416091520 Get in touch
  • About Us
    • Our Philosophy
    • How we work with you
    • Our Team
    • Our Community
    • About Godfrey Pembroke
  • Active Advice
    • Fee for advice
  • Client experience
    • Our Clients
    • Financial Services Guide
  • Our specialisations
    • Business management
    • Estate planning and administration
    • Executive financial planning and CFO services
    • Expatriate financial services
    • Investment Planning
    • Portfolio structuring and tax management
    • SMSF’s and retirement planning
    • Wealth planning and accumulation
  • Contact

Active Advice

Our philosophy

At Sapphire Coast Financial Services, we believe every client is unique, so we support you with a unique financial plan, built around your personal aspirations, priorities and lifestyle. And we also believe it’s essential to actively manage your wealth, keeping pace with volatile markets and your own changing needs.

After all, the world never stands still. Volatile investment markets, changing economic cycles, government reforms and your own evolving lifestyle needs can all impact your financial health, for better or worse. Darren will help you actively manage your wealth, identifying new opportunities and emerging risks, so you’ll always be ahead of the curve.

Our aim is to create a partnership for life — not simply growing your wealth in the future, but helping you enjoy it in the present.

Trust and transparency

Our relationship with you is built on trust and transparency. Because we’re an independent business, you can be confident we’ll only recommend investments and financial products that are in your best interests. And we’ll always discuss the risks and the benefits in detail, so you can make a completely informed decision.

Fee for advice

We led the industry in introducing an absolutely transparent fee-for-advice model, so you’ll always know upfront exactly what our services will cost. When you engage us, we’ll clearly set out the fees you can expect to pay and the benefits you can expect receive in return, only acting with your explicit approval.

Partnership and collaboration

Few things equal the satisfaction of achieving your financial goals by taking personal control of wealth creation. We work in collaboration with you, giving you the knowledge and opportunities you need to take control of your financial future. You decide how you would like to work with us — whether you’d like us to provide specialist advice on a particular investment strategy, or construct and implement a holistic financial plan.

Life long advice

As you and your family move through life, your financial needs will change and evolve. We’re here to support you and your family at every stage, with insights and solutions to help you grow, manage, protect and transfer your wealth.

A holistic view

We know money is a means to an end, not an end in itself. That’s why we take a holistic view of your life and your finances, including aspects like estate planning and tax management that you may have overlooked. Even if you engage us for advice on a specific transaction, we’ll always consider the bigger picture.

Enjoying life now and in the future

Most importantly, we aim to create the financial security and prosperity that you and your family need to enjoy life, now and in the future.

Contact Sapphire Coast Financial Services

Unit 10 Upstairs
49 Market Street,
Merimbula NSW 2548

0416091520

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Copyright © 2021 Sapphire Coast Financial Services. Wordpress Website by The DMA

Sapphire Coast Financial Services ABN 47 945 307 345.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.