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.
What’s “income” anyway?
In retirement, it’s a combination of the Age Pension if you’re entitled, drawing down on your super and savings. Understanding how you can make the most of your assets and available options could result in maximising your entitlements and “retirement funding”.
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.
Book now
To understand if any of our services would be beneficial to you and learn how we can help you.
Book a free 10 minute conversation
