Mandurah - Retirement specialists
About Us
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.
As such, we have developed specialist knowledge in retirement strategies.
Because our group is owned by professional advisers, not a bank or Insurance company, we provide tailored retirement advice that is always in the best interests of our clients.
Retirees are also attracted to our philosophy of protecting capital as a first step, then looking at ways to provide positive real returns.
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:
• Creating financial plans that support and maintain the lifestyle clients want.
• 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 maximising and monitoring Centrelink benefits.
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.
Contact Details
Tel: 08 9535-7655
Fax: 08 9581-3647
E'mail: gpolglase@westernpacific.com.au (Greg Polglase)
gwhitehorn@westernpacific.com.au (Geoff Whitehorn)
Senior Financial Planners: Greg Polglase (left) and Geoff Whitehorn