Getting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. Our knowledge and experience will assist you to maximise your Centrelink entitlements without needlessly compromising your longer term wealth development and enhancement strategies.
Common areas of financial plans that impact on Centrelink planning include the family home, reverse mortgages, gifts and financial support to other people such as your adult children and the interplay of structures such as family trusts with the Centrelink rules.
We also assist clients with non-aged related Centrelink needs, such as disability or carer payments.
CEO - Private Advice
Simon is the CEO & Director of Wealth Strategies at Proactive Financial Solutions | Your Futureplanner , and is an Authorised Representative of The Financial Link Group Pty Ltd AFSL 240-938. He has over 30 years of experience in the provision of financial and accounting advice, along with more than 20 years experience in providing advice on financial planning. Simon attained a Bachelors degree in Economics from the Australian National University in 1987 and Associate membership of the Institute of Chartered Accountants in 1991. He is a Fellow of the Taxation Institute of Australia and after 25 year achieved Chartered tax Advisor status.
Simon is also a member of the Financial Planning Specialist Chapter of the Institute of Chartered Accountants and a accredited Specialist Superannuation Advisor with SMSF Association
After being in business for 30 years, Simon understands the financial demands placed upon people in today’s busy world. Simon’s team provide a “Total Financial Care” approach to re-designing a clients lifestyle to match their goals and aspirations.
Utilising his taxation, business and financial experience, Simon reshapes his clients financial lives to create a compelling future.
Simon Nuttall is an authorised representative (231975) of The Financial Link Group Pty Ltd (AFSL 240938).