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.
Director and Financial Planner
Chris specialises in Superannuation, Retirement Planning, Centrelink advice, TTR, Risk insurances and also Budgeting & Cashflow.
Chris is degree qualified and holds several industry qualifications. He has worked in Financial Services since graduation both in the UK and here in Australia. He initially started his career as a Mortgage Broker and then as a Financial Planner within large Banking organisations for over 8 years. Chris now enjoys working within his own Practice.
Having worked within the Banking industry, customer service is especially important and is front and centre of the business.
Chris Watts is an authorised representative (1004043) of Synchron (AFSL 243313).