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Month: July 2022

Using trusts: Keeping it in the family

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The use of trusts by Australians to hold different assets, including investments in exchange traded funds (ETFs), managed funds, and direct shares, continues to grow. According to the Australian Tax Office (ATO), there are now more than one million trusts operating nationally, collectively holding assets that generate in excess of $400 billion in income a … Read more

What’s important to you as you get older?

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The daily grind of a job working for an over-bearing boss, or is it a family or financial problem, a traumatic life-event, or the fear of getting older can force us to sit down and really think about the meaning of life. Why are we here? What is our purpose? What do we want to … Read more

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Quest Financial Planning ACN 147656022, ATF Quest Financial Planning Trust ABN 21 657 435 200 Authorised Representative No. 405463 is an Authorised Representative(s) of  Godfrey Pembroke Group Pty Ltd ABN 38078629973. AFSL 245451, with offices at  Level 2, 26 Brisbane Avenue, Barton ACT 2600.

This website is intended to provide general information only and has been prepared by Godfrey Pembroke Group Pty Ltd (ABN 38 078 629 973 AFSL 245451) “GPG” of Level 2, 26 Brisbane Avenue, Barton ACT 2600, without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.

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