Entitlement Consultations

Our Consultation

Talking with our Age Pension Specialists for a 30 minute phone consultation will:

Assist you with any Centrelink entitlements questions you may have.
Help you with specific circumstances relating to your Centrelink entitlements
Provide confidence that you understand Centrelink’s rules and their impact on you.
Help you understand more about the application process.

We charge $75 upfront for our consultation discussion

If you know you are eligible to receive an Age Pension, or even could be, you should get help.

Each day that you put off taking this step equates to valuable Pension dollars that you are missing out on.

Get all your entitlements the smart way

$75

Help you complete the Centrelink application form

$150

Book a convenient time for us to call you and complete your application over the phone
We can answer any questions you have and clarify queries based on your situation
This service is an additional cost of $150 to the application fee
45 minute video call

Your retirement planning overview

$150

Speak with our financial advisers, to ask questions to get some general information about retirement, superannuation or to simply bust all the jargon!
Answer your Centrelink and Retirement planning questions
Discuss the actions that people like you typically take to achieve their goals & maximise entitlements
45 minute video call

Deal with your most important issue

$330

Answer your retirement planning questions addressing concerns you may have
Review and compare your retirement plans
Show you how much you can safely spend throughout your retirement, to avoid running out of money
Identify changes you could consider to improve your retirement outcomes
Discuss the tradeoffs and considerations that you should think about
Provide you with your strategy and action plan after the meeting
55 minute video call