Centrelink Financial Advisors

Save yourself time and frustration. Let our team liaise with

Centrelink on your behalf.

Thinking of exploring Centrelink services and strategies? Our team of expert Centrelink Financial Advisors are here to help! Benefit from their expertise by having a chat with one today.

Making your life easier when it comes to Centrelink

Do you need help navigating the complicated world of Centrelink? Trying to find information can be incredibly time-consuming and frustrating. Having a financial advisor who assists and understands in Centrelink guidance and can act on your behalf can help you cut down on the amount of time you would ordinarily have to wait on hold before learning that you need to be there in person.

The Department of Veteran Affairs and Centrelink are just Australian Government departments offering social security support. Understanding how everything works can be overwhelming, especially if you don’t know what questions to ask or where to start. That’s where having a financial advisor comes in handy.

Compass Financial Solutions team of experts

How can we help?

At Compass Financial Solutions, our Financial Advisors recognise the significance of Centrelink in helping people and families plan, individually and collectively. Our team can help you maximise your benefits, without sacrificing any other long-term wealth-creation strategies.

Our extensive knowledge of all things related to Centrelink can help guide clients through the process as quickly and efficiently as possible. We take the time to understand our client’s individual needs so that we can create plans tailored specifically to their situations. 

How can Compass Financial Solutions help you?

Our Centrelink financial advisors will provide assistance and advice on strategies to ensure you:

Trusted-local-Caloundra-Financial-Planners

What Our Clients Say About Us

Slide 1

"

Testimonial-Quote-Flex-Electrical-QLD
We feel we are in good hands

"

You have this year given us a lot of help ( So far Gratus) and made us look at things we didnt really want to think about- like where to next and how do we set ourselves up for the future.Very importantly you have put Sandra who didnt know you at all, at ease very quickly . Your calm ,experience and professionalism shows through, and we feel we are in good hands.

Although the plan is implemented we haven't yet sold the rental house but it is on the market. Once that is sold as discussed we will make a time to meet you in the new year, to get you to roll out a blue print for us to follow over the next few years ( a payday for you at last).
Thanks again

Tony & Sandra

"

Testimonial-Quote-Flex-Electrical-QLD
Everyone is polite and professional

"

During the period that I have been dealing with Graham and the team at Compass Financial Solutions I have found that all of my meetings have been made easy by there friendly personalities. Everyone is polite and professional, and always willing to provide answers to questions, no matter how complicated or minor the matter might seem

Damian
Slide 1

"

Testimonial-Quote-Flex-Electrical-QLD
Best advice for our needs

"

Compass Financial Solutions provided all the information we needed to make an informed decision to protect our family. I am confident that we have obtained the best advice for our needs

Jason & Amanda

"

Testimonial-Quote-Flex-Electrical-QLD
Extremely beneficial and professional

"

My dealings with Graham MacIntyre and his various assistance over the last 8 years since I was widowed have been extremely beneficial and professional but with a feeling of ‘I’m talking to a friend.

Unknown
Slide 1

"

Testimonial-Quote-Flex-Electrical-QLD
Explains financial matters in a way which I can understand

"

My financial advisor is very approachable at all times. He gives me confidence. He explains financial matters in a way which I can understand.

Suzanne

"

Testimonial-Quote-Flex-Electrical-QLD
Extremely beneficial and professional

"

We were introduced to Kelly over 15 years ago, when my Wife Judy and I were starting to plan the next phase of our retired / fixed income lifestyle. We were immediately impressed with her astute understanding of what we wanted and would need in the future.

The result being very well-considered Financial Planning that has progressively served us very well. Throughout, Kelly has proven to be highly capable in this demanding area. Has always been available for consultation. And has provided comprehensive advice and guidance in a crucial planning period of our lives.
Her sound judgement has enabled us to incorporate any changes, and cope with any challenges we have encountered from time to time relative to our expenditure and budgeting.
In summary, Kelly’s professional approach and ability are, in our experience, of the highest level.

Peter and Judy
previous arrowprevious arrow
next arrownext arrow

What are the strategies that our Centrelink Financial Advisors implement?

As part of our service, we can provide you with strategies on how to deal with Centrelink yourself or represent your interests directly.

Centrelink-Strategies-for-Young-People-and-Family-Compass-Financial-Sulotions

Centrelink Strategies for Young People and Family

Knowing your financial situation before visiting Centrelink for a means test can help you plan and make the most of your benefit options. Our team can assess the value of your assets, income, and any potential benefits you may be entitled to. This can provide peace of mind and create preparation for the means testing process, so you have a clear idea of what it will likely look like when it’s time – allowing you to make informed decisions about how best to manage your funds or take advantage of available support services.

Centrelink Strategies for Pre-Retirees, Retirees and Aged Care

Centrelink Strategies for Pre-Retirees provide a variety of payments and services to help make life easier for older Australians. Centrelink benefits such as the Age Pension can give retirees and those working past retirement age an extra financial leg up in their golden years, creating greater financial peace of mind and allowing them to live comfortably. Consulting a Centrelink advisor can help you get the best out of your entitlements.

Centrelink-Strategies-for-Pre-Retirees,-Retirees-and-Aged-Care
Preparation-for-Means-Testing

Preparation for Means Testing

Knowing your financial situation before visiting Centrelink for a means test can help you plan and make the most of your benefit options. Our team can assess the value of your assets, income, and any potential benefits you may be entitled to. This can provide peace of mind and create preparation for the means testing process, so you have a clear idea of what it will likely look like when it’s time – allowing you to make informed decisions about how best to manage your funds or take advantage of available support services.

What Centrelink services do we provide?

What-Centrelink-services-do-we-provide

Our team of expert financial advisors are here to help! Contact us today.

Our Contact Details

Business Hours

Monday - Thursday 8:30 AM - 5:30 PM
Friday 8:30 AM - 4:00 PM
Saturday Closed
Sunday Closed

Office Location

Office Address:
6 Otranto Ave, Caloundra QLD 4551

Mailing Address:
PO Box 231, Caloundra QLD 4551

Scroll to Top