About Me

I have been in the Financial Planning Industry for over 20 years. Apart from general Financial advice, I specialise in assisting WA Public Servants (GESB members) age 60 & 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 60) 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.