Financial Services
Partners in Planning - Bayside
UNIT 23 347-357 BAY ROAD, CHELTENHAM VIC 3192
Complimentary initial consultation with Centrelink assessment, plus 30% off your Statement of Advice
New clients are entitled to a complimentary initial consultation, which includes a comprehensive Centrelink entitlement assessment, along with a 25% discount on the preparation of their Statement of Advice.
Financial Planning advice, Aged care advice, Centrelink advice, grandchildren funds, Shares, SMSF.
1300880100
Related & nearby business
Some helpful tips you might need
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Victoria Seniors Card Information
There are two cards available to seniors in Victoria, the Seniors Card and the Seniors Business Discount Card.
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Western Australia Seniors Card Information
Seniors Card To be eligible for the WA Seniors card, you need to be: Aged 63 years or above. An Australian Citizen or hold an Australian Permanent Resident Visa. Reside in Western Australia for more than half the year. Work less than 25 hours per week in paid employment.
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South Australia Seniors Card Information
Seniors Card Eligibility: You can apply for a South Australian Seniors Card if: you're aged 60 years or older you're a permanent South Australian resident you're not working more than 20 hours per week in paid employment (part-time and casual employees may average their hours over 12 months).
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