SPONSORS PROFILE - WESTERN PACIFIC FINANCIAL GROUP

 

Western Pacific Mandurah is a boutique financial planning firm, focused exclusively on
providing financial and portfolio management advice to retirees - and clients
planning for retirement.  The business is owned and operated by Greg Polglase and Geoff Whitehorn whom are both Mandurah “locals”.

 Experts in Self Funded Retirement

As a boutique firm, we only build relationships with clients who are serious about
“getting it right” when it comes to their retirement – and respect the level of service
and expertise we offer.

Areas of advice include:

  • Determining how much you need for retirement and establishing plans to get you the right trace.
  • Improving income tax positions by implementing effective superannuation and alternative retirement income strategies (eg – allocated pensions)
  • Designing, managing and reviewing investment portfolios
  • Providing ongoing guidance to clients
  • Assist with enhancing Social Security (Centrelink) benefits where possible


Client Relationships
Our team is passionate about keeping in touch with clients regularly and providing a relaxed and understanding service. We are proud of the fact that the majority of our clients are introduced via referrals as a result of the relationships we enjoy.

Community Donations
As a commitment to the local community, we have pledged a minimum donation of $25,000 to the Peel Health Campus Foundation to assist in providing children and their families within the Peel region with a health facility we can all be proud of.

Call Greg Polglase on 9535 7655 and he can arrange a time for a free consultation to get you on the right track.

 

 

 

 

 

 




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