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
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.
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.