Strategy Tailored For You
Social Security
Many of our retired clients are required to visit Centrelink regularly. Over the years, the feedback from clients hasn’t changed. Most clients report the Centrelink process to be confusing, time consuming, rife with mistakes and generally an ongoing worry.
At PlanBiz, we address this issue by offering a Centrelink consultation service, whereby we prepare your Centrelink paperwork so you can be sure the paperwork is completed accurately. We then follow up the progress of your paperwork with Centrelink to ensure the new information is processed correctly by Centrelink. You do not have to be a current client of ours to use this service.
In terms of financial planning, we do offer strategy advice on maximising your Centrelink entitlements. There have been many occasions, where by simply maneuvering investments we have been able to increase Centrelink entitlements whilst adhering to the Centrelink guidelines.
Financial planning in the area of social security can maximise your Centrelink entitlements, but this may also have a flow on effect in terms of the cost of Aged Care facilities as well.