Mark & Kaye – Planning Retirement

Mark and Kaye, our amazing neighbours are now settled into retirement but that is not always a seamless transition. Over the last year there have been some big changes to their situation which has meant they have had to reassess their retirement plan.

From planning their retirement to updating income and assets with Centrelink, we have helped make their transition into retirement seamless… Just ask them 
We all know dealing with Centrelink is a nightmare and with the current COVID environment, Centrelink HQ is not necessarily a safe place to visit. We were able to help them set up their online portal and update their income and assets saving them the hassle and time of working it out themselves.

As you can see, they now have peace of mind and are settling into retirement. P.S boy do those jumpers look good!

Happy Retirement Guys!