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Episode Description:
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!