Pakenham, Cranbourne & Beaconsfield

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May 13 Update – Trevor Thompson

So I met a new client yesterday who has just retired. Why did he choose us? Well one of the reasons was that we offered to fill in his Age Pension claim form.

Its amazing how normal people can get paranoid about dealing with Government departments!!

And he plans to spend his retirement travelling round Australia and didnt know how to keep updated with Centrelink If you can find someone willing to do it that you trust, you can appoint a representative to deal with Centrelink for you.

Guess who will be doing it for him?

By Trevor Thompson. 
CFP DipFP

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