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
Act now
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.
Three consultation options – choose the one that best suits you:
Entitlements Consultation
Get all your entitlements the smart way
$75
- Covers the age pension and health card
- Providing information by answering all your Centrelink questions
- Discussing your specific situation & determining eligibility
- Providing guidance to understand the application process
- Giving you confidence and providing clarity
- 30 minute phone call
Phone Application
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
General Consultation
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
Strategy Consultation
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