Fresh Financial Solutions, Financial Planners in UPPER FERNTREE GULLY & OUTER EAST MELBOURNE can help you with all your dealings with Centrelink.
Do you find dealing with Centrelink frustrating, time consuming and confusing?
Are you trying to help an older family member stay on top of all the requirements?
We are currently the Centrelink Correspondence Nominee for hundreds of part Age Pensioners which means for each of these clients we do the following:
- Receive a copy of all correspondence Centrelink send to you
- Respond directly back to Centrelink with current superannuation and investment balances that we manage for that client
- Complete the annual Centrelink income and assets update (and ensure it is updated correctly on Centrelink’s system)
- Confirm that any changes made by Centrelink are accurate as we keep up to date on the client’s situation
- Contact Centrelink directly about any concerns we or our clients have – saving our clients hours they would have otherwise spent on hold.
As we are constantly working with Centrelink and advising clients on their entitlements we are very comfortable with the rules and regulations associated. Many clients feel ill-equipped to handle this on their own as they move through retirement.
If you found the above information useful for yourself or an older family member please get in touch to discuss how we could take over management of these tasks and free up your time for more enjoyable pursuits.
Other pages of interest may include:
Fresh Financial Solutions, Financial Planners in UPPER FERNTREE GULLY & OUTER EAST MELBOURNE can assist you with your Centrelink forms. Contact us on 03 9752 2992.
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