How could you maximise your entitlements?

Maximising your entitlements comes with so many complex rules that many retirees find that they are currently underpaid in retirement.

This does not just apply to those on a full or part Age Pension. It’s also the case for those who are self-funded, including those who are borderline for qualifying for the age pension and others unlikely to receive one in the next few years.

Understanding your money options could provide you with many things you can do differently to feel in control of your finances and possibly maximise your entitlements during your retirement journey. Some areas that our customers speak with our financial adviser are:

Reviewing assets
Aligning investments to your comfort level
Understanding how to make the most of the options available
Supplementing your age pension income
Downsizing your house and what you can do with the money

Our financial advisers can provide you with information, options and possible strategies to help you feel in control both now and in the future.

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We charge $375 (inc. GST) for a 55 minute video consultation.

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Learn more about what this consultation offers and if it’s right for you

In our work with thousands of Australians we have found most are able to make some simple changes that can improve their financial circumstances. Changes that can result in them getting more Government entitlements, ensuring they take advantage of the often complex rules surrounding super or gaining confidence with their retirement plans.

However, we also know it can sometimes be confusing and difficult to get started. Which is why we are offering limited opportunities to have a quick obligation free 10 minute call with one of our Advisers.