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.
Sarah holds a Masters Degree in Applied Commerce, from the University of Melbourne. She graduated in 2008. Her specialization was in accounting and she is a CPA.
She has an encyclopaedic knowledge of risk insurance and oversees the delivery and implementation of all of our risk advice.
Sarah is bi-lingual, being fluent in English and Mandarin.