Authorised Representative of Consultum / Director of Whitehorn Polglase / CFP®
Greg has been involved in the financial services industry since 1981. As well as helping people from all walks of life plan and transition into retirement, Greg specialises in assisting WA Government employees maximise the significant tax benefits they can obtain to boost their retirement savings. “My parents worked in the WA Education Department all their working lives, so I learned very early all the intricacies of the Gold State and West State super funds. Certain GESB members who have reached the preservation age don’t realise that they have a unique opportunity to save thousands of dollars in tax annually by simply using the strategies already available to them” Greg helps GESB members understand these key areas and then put the strategies in place so they have a much greater chance of achieving their goals. “It’s a great feeling to be help people plan their future and I help make retirement the best years of their lives”.
Liz has an integral role in the development of our business. She’s able to build an easy rapport with our clients and ensures they receive the very best services. Clients love her happy, friendly manner backed up by an attention to detail which ensures she delivers on the promise at all times.
Nancy has worked in the Financial Planning industry for over 8 years and provides great support to both Geoff and Greg. She has an Advanced Diploma of Financial (ADFS (FP)) as well as having completed a Double Major in Marketing and Finance. With Nancy’s high level of expertise, we’re able to develop the most appropriate investment strategies to help our clients achieve their financial goals.