Centrelink & DVA Financial Advice

Centrelink financial advice- limestone insurance & financial services

It’s important to know that the Government may be able to help you with your finances. Every dollar you receive from the Age Pension or other Government benefit can make a difference to your overall standard of living, whether pre-retirement or post retirement. It’s important to understand the rules associated with such benefits and that's where we can help you. 

At Limestone Insurance & Financial Services, we can help take some of the stress out of dealing with Centrelink. We can help you to get all the benefits that you deserve from the Government.

We can advise you on and assist you with:

  • What you may be eligible for now and in the future
  • The application process
  • How to structure your affairs to maximise your benefits
  • Completing Centrelink Preliminary claim Forms to apply for benefits such as the Age Pension & Disability Support Pension
  • Estimates on how much Age Pension or Disability Pension you may be able to receive based on your level of income and assets
  • Determining whether you are under the Income Thresholds for social security benefits such as the Commonwealth Seniors Health Care Card, or Low Income Health Care Card
  • Financial Advice relating to how your retirement products such as Allocated Pensions and Annuities might affect your pension
  • If you have received a large lump sum such as an inheritance or compensation, we can advise you on how it might affect your Age Pension/Disability Pension or other government benefits, and whether a "compensation preclusion' period could apply
  • Centrelink advice for farmers and the "Centrelink Homeowner principal residence exemption for land"
Your first appointment is always freeand is there is no obligation to proceed. The first appointment is about us getting to know you and for you to determine whether you feel comfortable and confident dealing with us to assist you with your financial advice needs. So why not book an appointment and have a chat with us - on us!

1. The first appointment is free for new clients of Limestone Insurance & Financial Services. A fee may be charged if you proceed with a Financial Plan (We will provide an accurate quote for a Financial Plan, after which you can decide if you want to proceed). Some or all of our advice fees may be able to be paid via your super, depending on the type of advice you are requesting.