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Centrelink Success Story: The Power of Financial Planning Advice to Uncover Potential Entitlements | Ep. 25
In this episode of The Wealth Guide Podcast, our senior financial planner Ricky Regmi shares a case study of how he helped a client couple navigate Centrelink entitlements during different life stages.
Ricky talks about the importance of being aware of Centrelink carer payment and allowance, the strategic use of super to manage assets, and the need to reevaluate financial strategies after life-changing events.
He also discusses the implications of age differences on Centrelink benefits, the advantages of low-risk investments for retirees, and the process of transitioning from pensioner to job seeker status.
If you want to learn how a financial advisor can help you navigate government support systems to ensure you're making the most of available benefits, then make sure to listen to this episode!
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SHOW NOTES LINKS
https://rykercapital.com.au/
https://au.linkedin.com/company/ryker-capital
https://www.instagram.com/rykercapital/
https://www.tiktok.com/ryker
https://www.facebook.com/profile.php?id=100054854616452
https://www.linkedin.com/in/rajiv-ricky-regmi-cpa-943694213/
https://www.linkedin.com/in/tamara-storey/
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LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF
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FIND US HERE
Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG
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TIME STAMPS:
00:00 - Introduction
01:07 - Understanding Centrelink Entitlements
02:28 - Client Case Study: Older Couple Receiving Age Pension + Moving Into Retirement Home
04:25 - Client Solution: Applying for Carer's Payment & Carer's Allowance
06:57 - Re-evaluating the Client's Situation After The Passing of Her Partner
11:15 - Conclusion
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DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.
View all episodes
By Ray RegmiIn this episode of The Wealth Guide Podcast, our senior financial planner Ricky Regmi shares a case study of how he helped a client couple navigate Centrelink entitlements during different life stages.
Ricky talks about the importance of being aware of Centrelink carer payment and allowance, the strategic use of super to manage assets, and the need to reevaluate financial strategies after life-changing events.
He also discusses the implications of age differences on Centrelink benefits, the advantages of low-risk investments for retirees, and the process of transitioning from pensioner to job seeker status.
If you want to learn how a financial advisor can help you navigate government support systems to ensure you're making the most of available benefits, then make sure to listen to this episode!
-----
SHOW NOTES LINKS
https://rykercapital.com.au/
https://au.linkedin.com/company/ryker-capital
https://www.instagram.com/rykercapital/
https://www.tiktok.com/ryker
https://www.facebook.com/profile.php?id=100054854616452
https://www.linkedin.com/in/rajiv-ricky-regmi-cpa-943694213/
https://www.linkedin.com/in/tamara-storey/
-----
LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF
-----
FIND US HERE
Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG
-----
TIME STAMPS:
00:00 - Introduction
01:07 - Understanding Centrelink Entitlements
02:28 - Client Case Study: Older Couple Receiving Age Pension + Moving Into Retirement Home
04:25 - Client Solution: Applying for Carer's Payment & Carer's Allowance
06:57 - Re-evaluating the Client's Situation After The Passing of Her Partner
11:15 - Conclusion
-----
DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.