I engaged Retirement Essentials to assist with my retirement planning, seeking expert guidance as I navigated this new phase. The team at Retirement Essentials consistently exceeded my expectations through their attentiveness and prompt responses to all inquiries. Shannon, who managed our case, demonstrated both professionalism and empathy throughout the process, for which we are extremely grateful. I highly recommend Retirement Essentials to anyone in need of retirement planning services. Thank you to the entire Retirement Essentials team.

The service received from Shannon at Retirement Essentials has been World Class

Thanks, Jemma! All your help was very much appreciated. The application process seemed very complicated until, luckily, I contacted you all at Retirement Essentials and you made it simple and straightforward for us at a very reasonable cost. Kind regards RW

Aileen of Retirement Essentials made us feel we were the only clients receiving their help and attention. Our application for pension was managed professionally thus resulted in a quick and successful outcome.

Very efficient and great customer service. Application through Retirement Essentials was very easy to do and customer friendly.

Made an inquiry payed the money then nothing rang a few weeks latter then received an email about lodging the application, went down to Centrelink and did it my self have asked for a refund no response so far

Made it so easy to fill out initial application forms. Gave clear and easy instructions on what documents I needed. Kept in contact through the whole process. Would highly recommend your services to anyone planning on dealing with aged pension and Centrelink.

Wow where do I start. I am so grateful to have contracted Retirement Essentials to advise me on the paperwork, processes and ongoing questions in relation to my aged pension application. Nothing is easy BUT without the guidance, professionalism and knowledge of processes etc with Centrelink I truely could not have proceeded. I was allocated a superstar named Shannon, words can only explain that no stone was left unturned. She was on a mission for me and after over 10 months of constant questions, letters and threats to cancel my application, voiding my backpay I have been approved. So much respect and gratitude to the amazing Shannon and Retirement Essentials. So well worth the small investment for someone to hold your hand.🙏

I decided to request Retirement Essentials help me with procuring the Age Pension as I wanted to make sure it was done right the first time. Melody was my consultant and I couldn’t have asked for anyone better to guide me through this process. She advised what forms I needed to upload and my claim was approved within a few days. Melody made it all so easy. I would highly recommend this service.

We contacted Retirement Essentials earlier this year, for help in securing the pension, for when with both planned to retire in July. After our joint discussion with the RE representative, Shannon, regarding the process, she emailed us a list of required documents and then acted on our behalf with Centrelink. Shannon kept us informed as about the correct documents to upload, answered all questions promptly and kept us updated on how our application was progressing. It took about 10 weeks for Centrelink to approve both applications. RE did a great job and took all the stress out of Centrelink process. From our experience we highly recommend Retirement Essentials.

Thanks to Shannon from Retirement Essentials for helping in my Mums pension application right from the start till the end. she was so dedicated and supportive. will recommend their services to friends and families.

I used Retirement Essentials to assist with my pension application to Centrelink. I am very satisfied with the process and information supplied. I found Sam very helpful, thorough, effective and efficient.

I recently made the decision to retire at age 70. I had been in full time work for over 50 years and had no idea how My Gov, Centrelink etc worked. When my wife and I first went to Centrelink they asked for our CRN we didn't know what they were talking about. At that point we realised we needed help with our application for a part aged pension. So we contacted Retirement Essentials, paid the fee and Shannon then guided us through the process. Shannon submitted our application and it was approved within a week. Couldn't recommend them highly enough.

Retirement essentials provide an important service ,because the paperwork and ID requirements needed to apply for a health card are difficult to navigate. It would be easy to think it’s all to hard. But with Retirement Essentials on your side they make the process a lot easier.

A big thank you to Retirement Essentials, Sharon for explaining the intricacies of superannuation and pension, and Lachie for the prompt and professional service we have received in the course of our pension application. Our questions and concerns were answered without delay, our application was handled with care and knowledge. We have achieved the best possible outcome within a remarkably short time. I can highly recommend them!