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Centrelink Financial Advice

Centrelink Financial Advisor

At SMART Financial Advisory, we understand that Centrelink can play a significant role in planning for your retirement. Our Centrelink financial advisor are able to assist youth, students, unemployed, families, carers, parents, individuals with disabilities and retirees in maximising their government benefits. Our process allows this maximisation without the sacrifice of any other long term wealth creation strategies.

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

  • Maximise your retirement benefits and entitlements
    • Aged Pension
    • Seniors Health Card
  • Gain entitlements for the Low Income Health Card
  • Family Tax Benefits, Paid Parental Leave and/or Baby Bonus

Get the reliable Centrelink financial advice from well experienced and highly knowledgeable Centrelink financial advisor in Melbourne.

Testimonials

We deliver true results, focusing on strategic decisions and practical actions tailored to our clients' unique reality. We engage all levels of an organization from day one.

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John Farrell

I have entrusted my retirement strategies with Smart Financial Advisory Pty Ltd (Pallavi Mahajan) since leaving the workforce in December 2015.

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Ken Smart

Very friendly adviser who knows her stuff. We've been very happy with how our finances have been setup.

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Ross Peters

I would like to thank Pallavi Mahajan and her associates for all their help setting up my transition to retirement they did a fantastic job with minimum fuss...

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Hilary Taylor

As a professional Tax Consultant, over the years I have dealt with a number of Financial Planners and referred many of my clients. Although they were happy what..

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Dancy He

I have known Pallavi for 2 years now and we have been working together so well.I am absolutely impressed with her service in the financial planning area – what..

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Jim Coull

I was referred to Smart Financial and am a current client. The professionalism & knowledge of the team led by Pallavi has seen my financial position tailored – what..

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Google Rating
4.0
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