We believe all Australians deserve to enjoy their best possible retirement

We help make this possible by providing financial guidance and support throughout your retirement journey.

 

Get advice and support for your big decisions

Our financial advisers provide affordable financial advice, one issue at a time.

Everyone has questions, issues and challenges when it comes to retirement. Which is why we’ve created our cost effective, and easy to try, advice services.

We will give you the knowledge and tools to take the right steps, and avoid common mistakes, so you can maximise your entitlements and manage your retirement finances with confidence.

Maximise your entitlements

Government entitlements are an important foundation for most Australian’s retirement.

So we have simplified the process to get, keep and maximise your Centrelink entitlements.

Our team has handled thousands of claims for the Age Pension and Commonwealth Seniors Health Card.  Their knowledge and experience will ensure your claim is prepared on time, correctly and is approved as quickly as possible.

Our team can then guide you through your retirement journey step-by-step.  We can help you get the Age Pension or Commonwealth Seniors Health Card.  We can also provide assistance for life’s big financial questions to put your mind at ease and you in control.

Important things you may not know about pension withdrawals

Minimum pension withdrawals are a fairly straightforward aspect of moving from the saving to spending phase of retirement. Or...

How fair is the Age Pension?

A tale of three retirements  With just on two thirds of retirees receiving an Age Pension from age 67 onwards, this benefit...

Why is the Age Pension increasing?

Understanding Age Pension increases and……do they cover the cost of living? A couple of weeks ago we reported on the September 20...

September 2024 Age Pension Increases

Here’s what you’ll get The twice-yearly Age Pension indexation is due to increase 20 September. This Age Pension increase is...

Travelling Australia and Centrelink

How non-millionaires .. Can enjoy the road trip of a lifetime I was listening to the radio the other day and a woman phoned the...

What Centrelink can and cannot do

What Centrelink can do And what it can’t Robodebt, or to give it its full name, The Income Compliance Program, ended nearly 5...

Five worst reasons people delay their Age Pension application

A few years ago there was a terrific public safety advertising campaign developed by Metro Trains in Victoria called Dumb ways...

Age Pension increase 20 September 2024

With Consumer Price Index (CPI) and Pensioner Beneficiary Living Cost Index increases (PBLCI) now published, we are able to...

How to ensure your Centrelink dealings go smoothly

Sooner or later you will probably have to deal with Centrelink. This statement shouldn’t strike fear into anyone’s heart, but it...

Should the family home be included in the assets test?

A bold initiative from the Actuaries Institute proposes that the family home should now be included in the assets test. It’s far...
What is a retirement bonus?

What is a retirement bonus?

What is a retirement bonus? How can you qualify? The topic of retirement ‘bonuses’ comes up a lot. It’s one that can also cause a great...

Making retirement a time of renewal?

Making retirement a time of renewal?

Transitioning to Retirement - something completely different Life’s about transitions….and retirement has got to be one of the biggest...

How fair is the Age Pension?

How fair is the Age Pension?

A tale of three retirements  With just on two thirds of retirees receiving an Age Pension from age 67 onwards, this benefit remains...

Licensed, professional
service

Our team of Retirement Experts are ready to help.

Confidential &
Secure

Get personalised help in a safe online environment.

Australian
Owned

We’re 100% Australian owned & operated.

Retirement Essentials is the smart way to apply for your Age Pension

At Retirement Essentials we’ve simplified the process to make it easy for senior Australians to get and keep their Centrelink Entitlements.

If you apply for the Age Pension directly to Centrelink yourself, here’s what you can expect:

  • 100s of complicated questions and confusing forms
  • Multiple visits to a Centrelink office
  • Long queues and wait times

Retirement Essentials provides an easier Age Pension application service:

  • Simple online process
  • Avoid visiting Centrelink
  • Support from Age Pension specialists
    throughout your application process
    price-image-retirement
    price-image-retirement

    Why use Retirement Essentials?

    Income Retirement Essentials

    Be confident that you’re getting all your Age Pension entitlements.

    Retirement Essentials Support

    Feel supported and in control of your money, Age Pension Specialists are waiting to help you.

    Retirement Essentials Hour Glass

    Saves you time – Apply from the comfort of your own home and at your pace.

    Learn how our Age Pension Service works in 3 easy steps

    As seen on

    Newcastle Herald Logo
    News Logo
    Financial Review Logo
    Investment Magazine Logo
    Money Management Logo
    National Seniors Australia Logo
    Sky News Logo