Are you retired, about to retire or thinking of retiring? Are you wondering if you are eligible to receive any Centrelink Assistance? Worried about changing income and assets levels? Harvest Wealth can help.
It's important to know how the Government can assist you with your finances in retirement. Topping up your retirement income with the Age Pension or other Government benefits can be a great way to make your savings last longer.
We can provide investment, superannuation and pension advice to allow clients to maximise any Centrelink benefits available to you both now and into the future. We assess your current assets, income and personal situation as well as your goals and objectives before determining the most suitable strategy for your financial situation.
Dealing with Centrelink can be a very confusing and difficult. Harvest Wealth can assist by communicating with Centrelink on your behalf and explaining Centrelink requirements.
Common questions to consider:
Am I eligible for any government assistance?
How should I structure my income streams?
Can my financial planner speak to Centrelink on my behalf?
We can help by:
Assisting you with Centrelink forms
Becoming a "Nominee to act on your behalf" with Centrelink, which allows us to provide them with financial information about you.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.