Centrelink

Centrelink

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.

SHANE PLUMRIDGE

Director and Financial Planner

Shane has been running a thriving practice since 1998. Having cut his teeth with St George Bank, he initially set up as a mortgage broker, before adding financial planning in 2006. Shane combines these decades of experience with an Associate Diploma in Accounting and Diplomas in Financial Planning and Finance & Banking.

Shane works with clients, young and not so young, providing assistance with every aspect of their financial profile. On the mortgage broking side, Shane assists clients with all forms of lending, including residential property loans, investment property loans and lines of credit. Refinancing is a specialty, as is vehicle and equipment finance. Shane’s business owning clients love the attention to detail he brings to their business lending requirements.

On the financial planning side, wealth management and insurance are key interests, as is assisting young people establish their financial footholds with things like the first home. Many of these young clients are the adult children of older clients who have been with Shane for many years. Shane finds these ‘inter-generational’ referrals especially gratifying, honoured that his clients see him as the natural source of information and inspiration for their own children. Similarly, most of Shane’s ‘new’ clients are referred to him by very satisfied current clients.

Shane is also keenly interested in self managed superannuation, and many of his clients benefit enormously from his expertise in this area. He provides assistance at every stage of the SMSF journey, from establishing the fund, maintaining compliance, developing and implementing effective investment strategies including property investment, preparing and lodging tax returns and closing funds when they are no longer required.

On the personal side, Shane is actively involved in the local sporting community, especially cricket, AFL, soccer and netball.

Shane Plumridge is an authorised representative (305984) of Wealth Today Pty Ltd (AFSL 340289). Shane is also an authorised credit representative (376728) of Mortgage Wisdom Australia Pty Ltd (ACL 377272).

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