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Cleveland

Who is Western Pacific Cleveland?

Western Pacific was formed in 1989 by a group of Australia’s top financial advisers who had a vision of developing an adviser owned financial services group with a national presence. Sel Guy is the founding partner of Western Pacific which now operates as the “Western Pacific Financial Group”. We have had a substantial presence in the Redlands since 1995 from which we service all of Queensland as well as the capital cities on the eastern seaboard of Australia. Sel Guy heads a large team of financial planners, an office manager and support staff to provide ongoing professional advice and service.

How Can we Help You?

  • Would you like to retire with a comfortable income sooner rather than later?
  • Do you have the right investments & insurance in place to cover your commitments?
  • We can help you maximise your savings by giving you the right advice on how to save your hard earned income and utilise all the available strategies to do so.
  • The Strategy that you take today could mean many more thousands of dollars towards your lifestyle goals.
  • With over 100 years of combined experience, our team of financial planners and staff can help you achieve your goals.

 

Our Approach - Our Services & Advice

We offer a wide range of integrated services

  • Centrelink Advice
  • Retirement Planning
  • Self Managed Superannuation Advice
  • Diversified & Tax Effective Investment Planning
  • Superannuation Planning
  • Financial Planning following Redundancies
  • Savings and Wealth Creation Strategies
  • Salary Packaging
  • Direct Share Portfolio Advice
  • Estate Planning
  • Life, Trauma and Income Protection Insurances
  • Access to Home and Investment Loans
  • Access to Home, car, and Business Insurances

Our Clients 

  • Retirees
  • Self Employed People
  • Individuals from diverse occupations and backgrounds
  • QLD. and Commonwealth Government employees
  • Professionals – Accountants, Solicitors & Doctors
  • Corporations
  • Small Business Proprietors
  • Trustees of Self Managed Super Funds

Our Mission

To help you understand and deal with the complexities of our financial world in a simple and informative manner.  In doing this we will assist you to create, preserve and grow your wealth.

Click on the link below to view our Flyer.

pdf icon  Cleveland Office Flyer (613.53kB) 

pdf icon  Stages of Advice Process (56.10kB)

 

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Contact us
to find out how we can help you