From eligibility to approval, we guide you every step of the way and handle the Centrelink process for you.
Helping you claim the Age Pension in 4 weeks without stress
What do we do?
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Clarity & Eligibility Check
We examine your income, assets, and personal situation, so you know exactly what you qualify for and where you may be missing out.
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Tailored Assessment
We run through “what‑if” scenarios (selling/gifting assets, changes in partner status, inheritances), so you make confident decisions, not mistakes.
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Application Support
We complete and lodge the Centrelink forms correctly, gather all required documents, and guide you so there are no preventable delays.
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Full Application Outsource
Prefer hands‑off? We’ll act on your behalf with Centrelink, follow up for you, manage everything from start to finish.
Generally, the Age Pension application process can take 13 weeks. On average, our clients get their first Age Pension within 4 weeks.
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Post‑Approval & Review
Once your pension is approved, we ensure the payments are correct, any changes (income/assets) are managed, and you keep everything you’re entitled to.
Richard Kim
Masters of Financial Planning, Advanced Diploma and Diploma of Financial Planning
Director
About Me
I started Simply Pension because I’ve seen too many people struggle with a confusing system that’s meant to help them.
With over 10 years working in financial services, and Masters, Diploma and Advanced Diploma in Financial Planning, I’ve learned the ins and outs of Centrelink and the Age Pension. But more importantly, I’ve learned how overwhelming it can be to face this alone.
That’s why I’m here. To make things clearer and easier for you. I take the time to really listen, answer your questions honestly, and walk alongside you through every step of the process. No jargon, no pressure, just someone who cares.
It’s not just about paperwork or applications, it’s about peace of mind, knowing you’re getting what you deserve without the stress.
If you want a friendly, trusted guide to help you through your Age Pension journey, let’s have a chat. Book your free consultation today — I’d be honoured to help.
Our Mission
At Simply Pension, we’re here to take the confusion and stress out of the Age Pension process, so you can feel confident and secure about your financial future.
Our mission is to guide you step-by-step through Centrelink’s complex rules, helping you get the full support you deserve — quickly, clearly, and without hassle.
Because when you understand your options and have someone by your side, the Age Pension isn’t just paperwork — it’s peace of mind..
Why Choose Simply Pension?
Up-to-Date Expertise - Our team stays current with the latest Age Pension rules to give you reliable, accurate advice you can trust — so you never miss out on what you deserve.
Personalised Support, Just for You - We understand that everyone’s situation is unique. That’s why we tailor our guidance to fit your needs, ensuring the best possible outcome for your pension application.
Clear, Transparent Advice - We break down the complexities of Centrelink in plain language, empowering you to make confident, informed decisions without the confusion.
Step-by-Step Guidance - From start to finish, we walk with you through the entire process — making it simple and stress-free to navigate government paperwork and rules.
Fast, Efficient Applications - We proactively gather every required document — including those often overlooked — so your application is complete and avoids delays. Our clients typically receive their Age Pension within a month.
Direct Access to Real Experts - No endless wait times or frustrating Centrelink calls. When you need us, you get a qualified professional on the line — ready to help and answer your questions personally.
Our Commitment
At Simply Pension, your financial security in retirement is our priority. Whether you’re planning ahead or already managing your Age Pension, we’re here to guide you with clear, personalised support — every step of the way.
Our Promise
If you have any questions or need help with your Age Pension—before, during, or after our meeting—we’re always just a quick phone call or email away.
Location
Sydney NSW 2000

