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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Simply select a date and time on the calendar that suits you to secure your booking.
Please note as these calls are a free service, they are only available to callers within Australia. You are welcome to call us on our international number +61 2 8067 9222 and our dedicated call centre team will be able to answer any questions you may have about our services.
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Maximise your Entitlements