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
Trevor has over 20 years experience in the financial services industry, including a long standing position with one of our major banks where he was consistently rated in the top four financial planners in Australia.
In early March 2008, Trevor established Quay Financial planning in Geelong which offers traditional financial planning services specialising in retirement planning. Quay Financial Planning is the first and only financial planning practice in Geelong to offer a formal retirement counselling process and service to its clientele.
Trevor has extensive experience providing strategic planning advice and ongoing service to clients in various stages of their lives, ranging from those beginning their careers, families of all ages, retirees, companies and businesses both small and large.
Trevor has a unique ability to translate complicated financial planning concepts into a language others can understand and is passionate about educating and helping others. Trevor is a co-owner and developer of an educational board game called “Mazerro – Where Kids Learn to Master Money” which teaches children money handling skills and concepts. Mazerro was featured on the “Today Show” by Channel 9 finance expert Ross Greenwood and has been purchased by the public across Australia. Access to “Mazerro” is available via Quay Financial Planning’s website
Trevor Boyle is an authorised representative (322857) of Rimbal Investment Services Pty Ltd (AFSL 472548).