Centrelink Financial Advice
Navigate the complexities of Centrelink and maximise your entitlements with Excel Wealth’s team of expert financial advisers.
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Personalised Centrelink Guidance From Our Team Of Specialists
Centrelink provides income support and benefits for individuals during life’s biggest changes. At Excel Wealth, we understand that navigating the program can be challenging. That’s why our team of experts can assist you in understanding your entitlements, guide you through the process and help you maximise your benefits.
Tailored Retirement Planning Solutions
How We Can Help You
Understand Your Eligibility
We can help you understand the funds you may be eligible for and ensure that you are getting the right entitlements based on your unique circumstances.
Planning & Strategy
We provide you with tailored strategies and advice on how to deal with Centrelink services effectively, helping you to make informed financial decisions.
Assessment
We assess your finances and provide you with an overview of what your means test may to determine, as well as the benefits that may be available.
Maximise Your Benefits
We help you take the necessary steps to maximise any benefits you receive, making them an integral part of your wealth management strategy.
Leading Centrelink Advice & Guidance
Accessing Your Full Benefit Potential
Our dedicated team at Excel Wealth can help you navigate Centrelink making the process of managing and accessing a retirement income easy and stress-free.
Helping You Understand Asset Testing
When applying for financial assistance through Centrelink, it’s important to understand the process of income and asset testing. This is a process that determines if you are eligible to receive payments, ensuring you receive the appropriate entitlements.
Typically, payments will gradually reduces as your income surpasses a certain threshold. Similarly, this means test considers the value of your assets relative to the assets value limit (AVL) threshold, affecting the rate of pension payable accordingly.
At Excel Wealth, our expert team will guide you through this process, providing comprehensive advice to help you make informed decisions about your financial well-being. Our experienced team can assess the value of your assets, explain the implications for your payments, and develop a comprehensive financial plan tailored to your aspirations.
Learn More About Centrelink Nominees
Answering Your Questions
A Centrelink nominee is someone appointed to act on behalf of another person in their dealings with Centrelink. This role allows the nominee to manage Centrelink affairs such as:
- Correspondence and acting on your behalf
- Managing payments and costs
- Provide information and updates about your cisrcumstances
As your Centrelink nominee can, we offer a number of benefits, including:
- Expertise in Centrelink policy and procedures
- Ability to provide you with comprehensive advice on your Centrelink entitlements
- Assistance with managing your Centrelink payments and expenses
- Advocacy on your behalf with Centrelink
View All Our Services
Choose from our comprehensive range of financial services that cater to a range of needs and goals.
