Ready to Talk Numbers?

You're in the right place if you or your partner works in WA education, you're over 55, and your super is GESB - Gold State, West State or GESB Super.

The people we look after:

• Primary school teachers

• High school teachers

• Principals and deputy principals

• Department of Education staff

• Curriculum, policy and admin staff

There's no magic number, and you don't need to feel "rich enough" to walk in. What matters more is that your superannuation is a GESB fund - Gold State, West State and GESB Super. Plenty of people who assume they've left it too late are in far better shape than they think.

Our fees are fixed and transparent, with one fee for your financial plan and setup, and an ongoing annual support fee. Fees are based on the complexity of your situation and the value of the advice you need, not on how much money you have. Before you commit to anything, we will provide you with a proposal that spells out exactly what we'll do, how we'll do it, and what it'll cost. No surprises. You'll have time to read it, think about it, and ask as many questions as you need to. We won't start until you're comfortable.

GESB gives you a statement and general information. They can't tell you what to actually do with it. We can.

GESB isn’t ordinary super. Gold State, West State and GESB Super each have their own rules, contribution strategies, tax treatment and ways of accessing your money.

We’ve specialised in GESB super for the education sector since 1989. We know the rules, the quirks and the opportunities that can make a real difference to how much you keep for retirement and what you can pass on to your family tax effectively.

Get the strategy right, and the difference can be significant for your retirement.

It starts with a fifteen minute call, no cost, no obligation. If we're a fit, we sit down, get to know your situation and what you want out of retirement, then map it out in plain English. First a chat, then a plan. You'll never be pushed into anything, and every decision stays yours.

Learn more about our process here

No. We don't sell products. Never have. We give advice. Practical, sensible advice on the financial decisions that shape your life. We don't work on commission. We don't push investments. No spin, no pushing, no being talked into anything you didn't come in for. ur only job is to help you make good decisions with your money for your retirement. That's it. If something's not right for you, we'll say so. If you don't need something, we won't recommend it.

Please do. We look after the whole household, whatever your partner does for work. Retirement's a two-person decision, so it's better when you're both in the room. Grown-up kids are welcome too if you'd like a second set of ears.

Whatever suits you. We're in Osborne Park and happy to see you in person, but plenty of our chats happen over the phone or video, wherever you are in WA. And when you do want to talk to a real person, we pick up the phone. no chat bots.