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Post Info TOPIC: Financial Advisor


Guru

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Financial Advisor


Hi can anyone please tell me the approximate costs for seeing a FA purely for advice regarding, retirement, centrelink etc. not to invest



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Judy

"There is no moment of delight in any journey like the beginning of it"



The Happy Helper

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Centrelink have great and experienced financial advisors - who aren't in it for the money! Know a few people who have used them, and are quite happy - you can see them if you are "heading into retirement".

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jules
"Love is good for the human being!!"
(Ben, aged 10)



Guru

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Gday...

I have used the Centrelink Financial Services Officer and found them extremely helpful - particularly in giving advice on how to structure your 'assets' to best advantage yourself. They also advise openly about what benefits Centrelink will/can offer.

Almost every bank also has a Financial Adviser on staff as well .... I know Commonwealth, Bendigo, NAB, and ANZ at least are free.

They are usually pretty good at giving general advice without pushing their 'product' .... try you own bank first.

cheers - John



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Guru

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I agree... phone Centrelink and make an appointment, its free. Or attends one of their free seminars.

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Cheers,  Gerty. ... at home

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Guru

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Ialso beleive this should be your first stop centrelink FSO Officer

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Veteran Member

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You can't go past Centrelink guy



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Guru

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Thanks all...looks like that is what I will do and I have booked in for some of their seminars.

Thanks again



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Judy

"There is no moment of delight in any journey like the beginning of it"



Veteran Member

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This is my first post so bear with me.My wife is disabled,when I was employed she couldn't  get a pension as I was earning too much.I now am unemployed and we are selling up to travel for 1to2 years should she apply for the disability pension or see a centrelink adviser first? I will also be applying for a carers pension.Any advice would be appreciated.

 

 

Kevin

biggrin biggrin



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Wannabes


The Happy Helper

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Personally, I would go and see the financial adviser at Centrelink, he is the best person to advise you regarding your position with pensions, etc.

Welcome to the site Kevin - hope you find it helpful and fun!!!!!!! We like fun!!!!

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jules
"Love is good for the human being!!"
(Ben, aged 10)



Guru

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Welcome from us too Kevin and we agree with all of the above. Have fun on the forum.

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NeilnRuth



Senior Member

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Thanks for all the info. You all have answered a few questions that I had.  Will head off to see Centrelink for the first time and get some advice.



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