We believe all Australians deserve to enjoy their best possible retirement

 
 
 
 
  
 
 
 Retirement Essentials
  
 333 Google reviews 
 
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 Don Sanders 
 
2024-02-11
 
 
  
 
Retirement Essentials did exactly what they promised in applying for, and monitoring progress toward, our age pension. While the actual Centrelink approvals time frame is lengthy, we feel the team at RE did a great job on our behalf and worked it through the system without having to involve us with the nitty gritty details. Lyn and I thank you guys so much and have no hesitation in recommending your services to other.
Kind regards
Don and Lyn Sanders
Dowerin WA
  
 
 
  
 
 
 
  
 
 
 Don 
 
2024-02-09
 
 
  
 
A very easy experience, good value for money compared to other financial service providers. I believe if i had put in the paperwork i would have ripped myself off.
  
 
 
  
 
 
 
  
 
 
 James Ludlow 
 
2024-01-31
 
 
  
 
Retirement Essentials handled my Seniors Card application. They were very professional and did a great job taking the pressure of me. I would recommend them hole heartedly and hope to use them again
  
 
 
  
 
 
 
  
 
 
 Margaret Wall 
 
2024-01-18
 
 
  
 
An excellent service. Our application to Centrelink was processed as required and we had none of the problems experienced earlier when we tried to do it ourselves. Thank you!
  
 
 
  
 
 
 
  
 
 
 John Hawkins 
 
2024-01-15
 
 
  
 
Had a very positive outcome for Aged Pension application support from RE. The initial consultation was clearly with someone who knew their stuff which gave me the confidence to engage in their premium support service offering. The service provided addressed my issues and ended well however one annoying issue along the journey was it was very hard to get a response to my emails and follow-up queries/ calls. In fact I had to escalate several times (not an easy task in itself with RE) to get any response.  So in summary, for me, it was a valuable service that provided the expert advice I was looking for, just let down by periods of what I would class as poor customer service.
  
 
 
  
 
 
 
  
 
 
 Cheryl H 
 
2023-12-23
 
 
  
 
Retirement Essentials are worth every cent of their fees and more. The process of applying for an age pension, as a retired farmer, was not easy.
After a couple of false starts trying to do it all myself, I went through Retirement Essentials.
The staff were very helpful and knowledgeable. No question was treated as unimportant. I felt like I was their priority, even though they have many other clients, all treated equally, I'm sure.

I will be staying with Retirement Essentials for their ongoing support subscription. They are definitely worth it.
  
 
 
  
 
 
 
  
 
 
 Alana Goodwin 
 
2023-12-22
 
 
  
 
Once our application was submitted to Centrelink it was approved in two weeks, however we ended up dealing with Centrelink directly to get it through as Retirement Essentials didn’t provide them with all the paperwork required even though we had provided it to them. Sensitive documents were emailed to them and we always had to follow up that they had been received. A return email to say that they had had received them would have alleviated this concern.
  
 
 
  
 
 
 
  
 
 
 Barbara Evans 
 
2023-12-15
 
 
  
 
Fantastic service - dealing with a stressful time, giving me peace of mind. Their knowledge of the system and entitlements very impressive. I have no hesitation recommending Retirement Essentials.
  
 
 
  
 
 
 
  
 
 
 Denise Leask 
 
2023-12-06
 
 
  
 
We have had a great experience with Retirement Essentials.  We thought we had good knowledge of the pension process, however we have learnt so much more from RE and Sam's very efficient and friendly advice.  We highly recommend if you are looking for information or to apply for a pension, Retirement Essentials are a definite 'essential' resource for you.
  
 
 
  
 
 
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