Financial Planner Please!

Hey Scott,

Can the National Debt Helpline assist people who have no debt but need to work out what to do with their dwindling resources in retirement? I’m an accountant who knows a lot of people that really need some help understanding and figuring out their finances (legally I can’t give advice). If they can’t help, is there someone who can?

Thanks, Garry

G’day Garry,

Yes, there is.

Tell your clients to call Centrelink on 132 300 and arrange a face-to-face meeting with one of their Financial Information Service Officers (FISOs). They can help people sort out their Centrelink entitlements and will give unbiased general retirement planning advice that lays out their options, without the hard sell. It’s a free service, and I wish more pensioners knew about it.

Scott.