07 5492 0350
Centrelink Financial Advisors
Save yourself time and frustration. Let our team guide you through
Centrelink on your behalf.
Thinking of exploring Centrelink services and strategies? Our team of Financial Advisors are here to help. Benefit from their expertise by having a chat.
Making your life easier when it comes to Centrelink
Do you need help navigating the complicated world of Centrelink? Trying to find information can be incredibly time-consuming and frustrating. Having a financial advisor who assists and understands in Centrelink guidance and can act on your behalf can help you cut down on the amount of time you would ordinarily have to wait on hold before learning that you need to be there in person.
The Department of Veteran Affairs and Centrelink are Australian Government departments offering social security support. Understanding how everything works can be overwhelming, especially if you don’t know what questions to ask or where to start. That’s where having a financial advisor comes in handy.
How can we help?
At Compass Financial Solutions, our Financial Advisors recognise the significance of Centrelink in helping people and families plan, individually and collectively. Our team can help you maximise your benefits, without sacrificing any other long-term wealth-creation strategies.
Our knowledge relating to Centrelink can help guide clients through the process as quickly and efficiently as possible. We take the time to understand our client’s individual needs so that we can create plans tailored specifically to their situations.
How can Compass Financial Solutions help you?
Our Centrelink financial advisors will provide assistance and advice on strategies to ensure you:
- Receive and maximise all your entitled benefits such as Retirement, Age Pension and Senior Health Card
- Claim entitlements for Low Income Health Care Card
- Assess your financial situation and outline what your means test is likely to determine, and your benefit options
What Our Clients Say About Us
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You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.
Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
Thanks again
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During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem
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Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs
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My dealings with Graham MacIntyre and his various assistance over the last 8 years since I was widowed have been extremely beneficial and professional but with a feeling of ‘I’m talking to a friend.
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My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.
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We were introduced to Kelly over 15 years ago, when my Wife Judy and I were starting to plan the next phase of our retired / fixed income lifestyle. We were immediately impressed with her astute understanding of what we wanted and would need in the future.
The result being very well-considered Financial Planning that has progressively served us very well. Throughout, Kelly has proven to be highly capable in this demanding area. Has always been available for consultation. And has provided comprehensive advice and guidance in a crucial planning period of our lives.
Her sound judgement has enabled us to incorporate any changes, and cope with any challenges we have encountered from time to time relative to our expenditure and budgeting.
In summary, Kelly’s professional approach and ability are, in our experience, of the highest level.
What are the strategies that our Centrelink Financial Advisors implement?
As part of our service, we can provide you with strategies on how to deal with Centrelink yourself or represent your interests directly.
Centrelink Strategies for Young People and Family
Knowing your financial situation before visiting Centrelink for a means test can help you plan and make the most of your benefit options. Our team can assess the value of your assets, income, and any potential benefits you may be entitled to. This can provide peace of mind and create preparation for the means testing process, so you have a clear idea of what it will likely look like when it’s time – allowing you to make informed decisions about how best to manage your funds or take advantage of available support services.
Centrelink Strategies for Pre-Retirees, Retirees and Aged Care
Centrelink Strategies for Pre-Retirees provide a variety of payments and services to help make life easier for older Australians. Centrelink benefits such as the Age Pension can give retirees and those working past retirement age an extra financial leg up in their golden years, creating greater financial peace of mind and allowing them to live comfortably. Consulting a Centrelink advisor can help you get the best out of your entitlements.
Preparation for Means Testing
Knowing your financial situation before visiting Centrelink for a means test can help you plan and make the most of your benefit options. Our team can assess the value of your assets, income, and any potential benefits you may be entitled to. This can provide peace of mind and create preparation for the means testing process, so you have a clear idea of what it will likely look like when it’s time – allowing you to make informed decisions about how best to manage your funds or take advantage of available support services.
What Centrelink services do we provide?
- Help set up MyGov account, if necessary
- Online Centrelink Application and/or paper application
- Liaising with Centrelink
- Correspondence nominee so you don’t miss anything and you can access all the tools available to you
Our team of expert financial advisors are here to help! Contact us today.
Our Contact Details
Business Hours
Office Location
Office Address:
6 Otranto Ave, Caloundra QLD 4551
Mailing Address:
PO Box 231, Caloundra QLD 4551