Centrelink
Getting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. Our knowledge and experience will assist you to maximise your Centrelink entitlements without needlessly compromising your longer term wealth development and enhancement strategies.
Common areas of financial plans that impact on Centrelink planning include the family home, reverse mortgages, gifts and financial support to other people such as your adult children and the interplay of structures such as family trusts with the Centrelink rules.
We also assist clients with non-aged related Centrelink needs, such as disability or carer payments.
Mari Nguyen
Principal Financial Adviser
Mari has over 15 years experience in the Financial Services Industry. She has completed a Bachelor of Business, Diploma of Financial Services and Advanced Diploma of Financial Services. Her passion for providing client focused advice allows her to structure tailored made financial plans for individuals, businesses and the self-employed. Her reward is seeing her clients realise their financial and lifestyle goals.
Mari Nguyen is an authorised representative (317240) of Australian Investment & Insurance Group Pty Ltd (AFSL 226405).
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Relevant Articles...
Dear Abbey
We love reading those ‘Dear Abbey’ type letters to the newspaper. Especially the financial ones. Here is a classic we read recently – and what we would do if this were our client.
Commonwealth Stimulus, Phase Two
Last week, we discussed the stimulus package that had been announced but not yet passed through Parliament. As we forecast, the Commonwealth Government then announced a second round of stimulus measures. Both packages were passed by Federal Parliament earlier this week.
Parents as co-purchasers of property
Increasingly, parents are helping adult children buy property. This might be to assist younger person to get started in the market, or to help a person get back on their feet after something like a relationship ending. This article discusses one way in which parents and children might come own property.
2017 Budget – Winners and Losers
Compared to previous years, the 2017 Budget was a bit of an anti-climax. In previous years, there have been a number of big-ticket changes - such as the big changes to superannuation that we have been discussing in recent articles. But this year there have simply been a whole lot of small changes, some of which will be of benefit and others will represent a small loss.
