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.
I greatly enjoy helping people achieve their financial goals, and I am committed to providing a high level of service to my clients. I pride myself on being open and honest with clients, as well as keeping the promises and commitments I make to them.
I have more than 30 years experience in the financial services industry, starting as an insurance agent with a large financial institution, and moving through a broad range of management positions and financial planning roles. Having worked for over 12 years with State Super Financial Services, I am an expert in Commonwealth Public Sector Defined Benefit Schemes –CSS and PSS. I have a strong background working through Redundancies and developing Centrelink (Age Pension) strategies.
Born and bred in Melbourne, I have spent most of my working life here, apart from short stints in rural Victoria and New South Wales. I am married with three adult children, and now have 4 grandsons. I enjoy overseas travel with my wife, am a keen golfer and long time supporter of the Geelong Football Club.
Chris Thorn is an authorised representative (1258276) of Nextplan Financial Pty Ltd (AFSL 1258276).