Licensed, professional
service
Confidential &
Secure
Australian Owned
Another reason to use Retirement Essentials!
This can get you:
- Cheaper medicine under the Pharmaceutical Benefits Scheme
- Bulk billed doctors visits
- A bigger refund for medical costs when you reach the Medicare Safety Net
Depending on where you live this card could provide even more.
Benefits of our service
Be confident that you’re getting all your Age Pension entitlements.
Feel supported and in control of your money, Age Pension Specialists are waiting to help you.
Saves you time – Apply from the comfort of your own home and at your pace.
No more confusing paperwork.
Avoid Centrelink frustration – no more ‘backwards and forwards’.
Kym - Bid - Bidstrup
02:30 07 May 20
From first contact until the successful completion of my Pension claim, everyone at Retirement Essentials was superb; caring, knowledgeable, efficient, professional.
While government regulations & "the system" apparently want to make the process obscure, complex and daunting, Retirement Essentials are dedicated to precisely the opposite!
Outstanding people. Outstanding service. Outstanding value.
I cannot recommend them more highly.read more
Edie Young
06:53 17 Apr 20
I am so glad I decided to get Retirement Essentials to help me with my age pension application. They are incredibly helpful, and although you may think you could save the money and do it yourself, in the long run their service , professionalism and efficiency is really valuable. Even after I have my aged pension they continue to help me with changes and adjustments . This is the best part. They will deal with Centrelink for you, and their staff are experienced and knowledgeable so they can discuss with you your situation and provide good advice, as well as contacting Centrelink on your behalf.
I highly recommend Retirement Essentials .read more
Peter Hurwood
05:59 17 Apr 20
My experience has been first class The consultants have been efficient polite with excellent
knowledge of the procedure. Nothing was too much trouble for them and questions were
answered promptly with explanations that were easily understood.
Highly recommended
Peterread more
Kerry Koevort
02:29 17 Apr 20
Super impressed! So professional and efficient. Communication was fantastic and always very prompt and always very helpful. Shayna is absolutely amazing and so lovely to deal with - if you are thinking of applying for the Aged Pension, speak to Shayna and she will guide you through every step. Retirement Essentials in a nutshell, are fantastic - thank you Shayna 🙂read more
Shannon Black
03:05 15 Apr 20
Allyson and Shayna looked after me from the beginning of the age pension application and the whole process was seamless. I didn't have one Centrelink migraine. Retirement Essentials continue to look after me to this day. What a excellent engagement it has been. Keep up the excellent work RE. I would highly recommend you to everyone.read more
James O'Flaherty
05:58 12 Mar 20
This company excels at what they do and the service doesn't stop when the pension starts. My wife and I have only to phone in a query and Shayna ( in particular ) swings into action and represents us in our dealings with Centrelink.
Their efficiency is exceeded only by their speed and friendly service.read more
Ian Moran
10:20 03 Feb 20
I can’t recommend this company high enough they were fantastic in helping myself in all the Centrelink forms required to apply for the aged pension. Allyson Bailie you are fantastic thank you for your patience & expertise. Ian M Cranbourneread more
Murray Saint
00:22 17 Jan 20
In a nutshell, Retirement Essentials is brilliant!! Easy to work with, efficient with the forms required for submission to Centrelink and extremely good (no great) communication.
From actual submission date of the pension application forms, it only took 3 weeks to obtain approval. An excellent outcome. In contrast, a friend who chose to do it himself, is still waiting for approval after many months.
Also just having one person who I was dealing with at Retirement essentials made everything so much easier. Thanks Shayna! And thanks to Retirement Essentials.read more
Pierre Christian
01:16 01 Jan 20
So helpful going through this minefield called center link, I will be in contact when the office is open again. Happy New Year to you all.read more
Christine Ernst
04:50 18 Dec 19
Excellent service always willing to help and support. I would and do happily recommend their services to others
maree wisniewski
03:24 16 Dec 19
My husband and I found this service invaluable in helping us through the whole pension process. Only a couple of hiccups but they were from us sending incorrect copies of documents. Whole process only took 7 weeks.read more
David Gardner
00:49 03 Dec 19
Perfect. They went out of their way to help. Quality assistance. Thank you Shayna
dragon flies
03:46 08 Nov 19
For anyone going into retirement my husband and I can't recommend retirement essentials enough. They made the application process super easy and advised us every step of the way. Our pension was approved in 7 weeks and Shayna was invaluable! They are so helpful in a process that is complicated to sat the least. Their fee was worth every penny and then some! Great service with kind and caring people. Thank you retirement essentials!read more
john wilson
01:29 18 Oct 19
Shayna from Retirement Essentials is the best person i have dealt with in my many attempts with Centrelink. She knows her stuff. Is very patient. Has a lighter side. Tremendously courteous.
Talk to Shayna.read more
Maureen Wooldridge
09:41 28 Aug 19
The team at Retirement Essentials has made applying for the age pension totally stress free and efficient. I am eternally grateful to them and recommend them to everyone I meet who is considering retirement. Thank you.read more
Keith Lamb
04:41 22 Aug 19
Greetings all,
I am living overseas an approaching retirement age (next year). After many unsuccessful attempts to get information fro Centrelink I decided to approach Retirement Essentials. What an amazing experience. I received a reply back to my initial questions within a day and Shayna follows up with a call to Centrelink for me to clarify the feedback to me was correct.
I'm very grateful for their assistance and will certainly avail the services of Retirement Essentials when I need to submit my application early next year.
Thank you and best regards,
Keithread more
John Dowling
02:33 21 Aug 19
They are a very professional and efficient practice. Thoroughly recommend them. Be sure to have them as nominees to do the chasing of Centrelink with progress with your application and to answer queries raised. Great value for the fee spent.read more
Annette McKenna
00:38 11 Jul 19
Retirement Essentials was the best decision I could have made. They provided incredible support and assistance throughout the process.
Their willingness to be available either online or by phone was amazing.
I can't recommend this organisation highly enough. Allyson Bailie saved my sanity. Thank you.read more
john stock
06:31 08 Jul 19
A big thank you to Allyson and the team at Retirement Essentials.
In this sometimes busy and time poor world it was great to have them steer and support
us through the process with minimum fuss!
I would recommend them to all approaching retirement.
Jeanette and John
Heathmontread more
Laurence Durham
22:54 05 Jul 19
We used Retirement Essentials to apply for our pensions. We had some trouble with centrelink but Allyson persisted and finally sorted everything out. I don't know what we would have done without her.We are very happy that we found Retirement Essentials and would not hesitate to recommend them.read more
chris
09:11 05 Jul 19
When I applied for the aged pension, age 65.5, I was unable to provide the massive amount of on-line info Centrelink require, and gave up in despair. I suspect they are aware this happens.
Allyson from Retirement Essentials ( RE ) quickly organised me to complete their own simple on-line forms which I uploaded to the RE website.
One phone call and a few corections later I received completed hard forms from RE in my letter box, which I lodged at Centrelink, stating, as instructed " I want to lodge this manually, not on line"
To my surprise doing it this way meant my pension was approved within 3 weeks, not the predicted 12 weeks. Allyson remained in the background and supported me, by phone.
I went from feeling defeated to successful retirement in 4 weeks!
I would be willing to endorse this company and especially Allyson, as ethical, efficient and amazingly effective and have recommended them already to several colleagues in my position.
Their fee was reasonable and structured to be paid in two portions, the second only if the application was successful.
Definitely a 5 star service, but importantly, a really needed service.
Chris, RN, Baulkham Hills, (now a retired nurse!)read more
Chris Gilson
09:00 05 Jul 19
Retirement Essentials makes the process of applying for the Age Pension an easy experience. You are fully supported throughout the application and RE act on your behalf where necessary. Great Service. Highly recommended.read more
Sue McCarthy
06:31 05 Jul 19
I had the most satisfactory outcome when applying for the aged pension - but only because of the amazing professionalism, knowledge and availability of Retirement Essentials. I had previously been advised I would have to wait at least six weeks before my application was approved and it was approved within a couple of weeks. There was always someone available to speak with and their advice was always knowledgeable. I would recommend Retirement Essentials to anyone applying for the aged pension.read more
