The Financial Planning Association of Australia The Financial Planning Association of Australia

Gregory Polglase, CFP®


Name Gregory Polglase, CFP®
Company Whitehorn Polglase & Associates
Address Suite 1
32 Spinnaker Quay
Mandurah, WA 6210
Phone 08 95357655
Mobile 0423049374
Email [email protected]
Website www.wpfa.com.au

I have been in the Financial Planning Industry for over 15 years. Apart from general Financial advice, I specialise in assisting WA Public Servants age 55 & over take advantage of the very complex and unique structure of their GESB West State & Gold State Super Funds.

Simply, if your over your preservation age (currently 56) and have a West State Super a/c, make sure you don't miss out on the significant financial benefits available. It's huge!

This includes:
- Transition to Retirement Strategies (TTR) to maximise the tax savings or simply reducing work hours leading into retirement.
- Calculating the optimum Salary Packaging amount for your situation.
- The options available to potentially minimise the tax at retirement and add 000's to your nest egg.

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