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Total Wealth Management > Centrelink Maximisation Strategies

CENTRELINK FINANCIAL ADVISERS IN IPSWICH

At Total Wealth Management, our experienced financial advisers are experts in Centrelink benefits and can help you understand your eligibility for different benefits, maximise your benefits, and ensure that you are receiving the financial support you need. Our team is dedicated to helping you achieve a more financially stable and secure future, no matter what stage of life you are in.

ARE YOU IN RECEIPT OF A CENTRELINK PAYMENT OR GETTING CLOSE TO THE PENSION AGE?

We can estimate your Centrelink entitlements and sometimes recommend strategies to increase the amount you receive. We understand that navigating the complex world of Centrelink benefits can be challenging. That’s why we are proud to offer our Centrelink Advice service, which provides tailored support to a range of groups including youth, students, unemployed individuals, families, caregivers, parents, people with disabilities, and retirees.

Who We Support

Youth

Students

Unemployed Individuals

Families

Caregivers

People with Disabilities

Retirees

Parents

OUR CENTRELINK STRATEGIES & BENEFITS

  1. Eligibility analysis
    Total Wealth Management can help you understand the eligibility criteria for the different Centrelink benefits and services and determine which ones you may be entitled to.
  2. Income reporting
    We can help you understand what income needs to be reported to Centrelink and how to report it correctly to maximise your benefits.
  3. Maximising benefits
    They can also help you optimise your Centrelink strategy by maximising the benefits you receive. This includes ensuring that you receive the full amount of financial assistance you are eligible for and making the most of opportunities to increase your income or savings, helping you keep track of expenses related to disability, health, or caring for a family member, and advising you on how to claim extra allowances or supplements.
  4. Keeping up with changes: optimising income from your retirement income streams
    Centrelink rules and regulations can change frequently. Our team can help you stay up-to-date with the latest changes and ensure that you are taking advantage of any new opportunities that may arise.
  5. Payment review: navigating the application process
    Applying for Centrelink benefits can be a complex and time-consuming process. Total Wealth can help you navigate the application process and ensure that you have all the necessary information and documentation to make the process as smooth as possible.
  6. Monitoring your account: Structuring the ownership of your assets
    Our advisers can also help you monitor your Centrelink account and make sure that your benefits are being paid correctly and that your circumstances have been taken into account. They can help you resolve any issues that may arise and ensure that you are always receiving the support you need.

MAXIMISE YOUR PRIVILEGES AND RETIREMENT BENEFITS

  • Savings strategy: help you develop a savings strategy that takes into account your eligibility for Centrelink benefits and can help you optimize your benefits over time.
  • Old Age Pension
  • Gaining eligibility for the Low Income Health Care Card
  • Family Tax Benefits, Paid Parental Leave, and/or Baby Bonus for seniors

Related Links

  • Meet The Team
  • Testimonials
  • Our Advice Process
  • Charges & Fees

There are several ways to contact Centrelink:

  • Express Plus (App): Check and update your information. Available 24/7.
  • General enquiry numbers (7 days a week 24 hours a day): 1800 132 594
    You can call the Centrelink phone number for general enquiries, or specific department numbers.
  • Centrelink reporting line (7 days a week 24 hours a day): 133 276
    You can call the Centrelink reporting line to report changes in your circumstances or fraud.
  • Emergency information line: 180 22 66
    If you work in a high-risk setting and can’t earn an income because you have tested positive for COVID-19, you may be able to get High-Risk Settings Pandemic Payment.
  • Centrelink youth allowance number (Monday to Friday 8 am to 5 pm): 132 490
    You can call the Centrelink youth allowance number for information about youth allowance payments.
  • Disability, sickness and carer phone number (Monday to Friday 8 am to 5 pm): 132 717

Got Questions?

You can contact us via our online enquiry, phone calls, or email.

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    Appointments available outside these times by prior arrangement.

    Monday 9am - 5pm
    Tuesday 9am - 5pm
    Wednesday 9am - 5pm
    Thursday 9am - 5pm
    Friday 9am - 4pm
    Saturday Closed
    Sunday Closed

    Our Office

    11 Lawrence St, North Ipswich QLD 4305

    Contact Us

    Phone: (07) 3281 1226
    Email: twm@totalwealth.com.au
    Fax: (07) 3282 9900

    Postal address

    PO Box 2648, North Ipswich QLD 4305

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