Centrelink Financial Advice

At Coleman Wealth, our financial planning services go beyond investments—we’re here to help you navigate the complexities of Centrelink with confidence. When you engage us as your financial planner, we provide accessible, straightforward, and stress-free guidance designed to ensure you receive the full value of your Centrelink entitlements.

1300 84 84 21

Centrelink - happy retired couple walking along the the beach

Centrelink Advice, Tailored for You — With Coleman Wealth

At Coleman Wealth, we provide expert financial advice and personalised strategies to help you navigate Centrelink’s complex systems with ease.

To access our Centrelink advice and support, you’ll need to engage us as your financial advisor — allowing us to offer you comprehensive and tailored assistance.

Navigating Centrelink can be overwhelming, especially when trying to understand your entitlements in the context of your broader financial future. As your trusted financial advisor, we aim to empower you with clarity, not confusion, using a streamlined, client-focused approach to maximise your Centrelink benefits—without the hassle.

Whether you're working towards buying your first home, planning your retirement, or managing life’s other milestones, a strong financial plan is key. Our financial advice can help you put strategies in place—like using the First Home Super Saver Scheme—so you can achieve your goals faster and more confidently.

Pink piggy bank with blue sunglases standing on a beach with a lifesaving ring that says Centrelink

Easy and Accessible Support

When you engage Coleman Wealth as your financial advisor, you’ll gain access to our friendly, prompt, and personalised support—without the long hold times you might experience with Centrelink directly. We believe professional advice should be easy to access, whenever you need it.

  • Flexible Appointments: Meet with us in person, by phone, or via video chat—whatever suits you best.

  • Prompt Support: As a valued client, our team is just a call or email away, ready to answer your questions and provide clear, actionable advice.

At Coleman Wealth, your financial journey becomes our priority. Once you’re a client, you’ll never be left waiting for the guidance you need.

Financial Planning + Centrelink Expertise = Better Outcomes

Many Centrelink rules overlap with financial planning and tax strategies. As both accountants and financial planners, Coleman Wealth offers a truly holistic approach.

When you appoint us as your financial advisor, we integrate Centrelink advice into your overall financial plan—ensuring that your superannuation, investment, and tax strategies align to maximise your benefits and protect your wealth.
We empower you to understand how Centrelink’s income and asset tests impact your full financial picture, giving you confidence to make informed decisions.

We empower you to understand how Centrelink’s income and asset tests impact your full financial picture, giving you confidence to make informed decisions.

Personalised Strategies for Your Life

Every client is unique—and so is our advice.


When you engage us as your financial advisor, you’ll receive:

  • Goal-Oriented Planning: We take the time to understand your life stage, ambitions, and concerns.

  • Tailored Centrelink Strategies: Designed to optimise your entitlements and long-term financial security.

  • Ongoing Support: As your life and financial situation evolve, we’ll update your strategies to keep you on track.

At Coleman Wealth, we’re committed to helping you every step of the way—with advice that’s always built around your needs.

Ready to get started? Contact us today to engage us as your financial advisor and begin your journey to a more secure and stress-free future.

 

General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs. 

Disclaimer: Whilst Coleman Wealth Pty Ltd is of the view the contents of this website are based on information that is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Coleman Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Coleman Wealth Pty Ltd or GPS Wealth Ltd. 

 

Sharon Goodwin is an Authorised Representative of GPS

Wealth Ltd AFSL 455141, Sharon Goodwin is a Sub-Authorised

Representative of Coleman Wealth Pty Ltd ABN 93 670 350 071,

a Corporate Authorised Representative (No. 1306084)

of GPS Wealth Ltd ABN 17 005 482 726 

 

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