We make your Age Pension journey simple – we do the paperwork, maximise your benefit and deal with Centrelink until you are approved.
So you can focus on enjoying your retirement
Secure the Age Pension you deserve
How Simply Pension Works For You
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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.
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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.
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Reverse Mortgage
We explain whether a reverse mortgage may be right for you and how it works, so you can make an informed decision. If you proceed, we handle the application from start to finish.
Your Age Pension Specialist
Richard Kim
Masters of Financial Planning, Advanced Diploma and Diploma of Financial Planning
Financial Planner
I started Simply Pension after seeing firsthand how many people struggle with a system that’s meant to support them, but often feels confusing and overwhelming.
During my 10 years as a financial planner, I regularly had clients ask for help with their Centrelink Age Pension and Commonwealth Seniors Healthcare card applications. However, the reality was that providing that assistance often came with significant fees, typically $5,000 or more—just to make it viable.
That didn’t sit right with me.
Simply Pension was created to offer the same level of support at a price that’s genuinely accessible, something affordable for someone on the Age Pension / Pension card. I aim to make the process as easy as possible by coming to you, handling all the paperwork, and charging less than a single fortnightly pension payment while taking care of the heavy lifting on your behalf.
I take the time to listen, answer your questions clearly and honestly, and support you every step of the way. No jargon, no pressure, just straightforward help from someone who genuinely cares.
It’s not just about forms and applications, it’s about peace of mind. Knowing you’re receiving what you’re entitled to, without the stress.
If you’re looking for a friendly and trusted guide to help you through your Age Pension journey, I’d be happy to chat. Book your free consultation today.
Our Mission
At Simply Pension, we’re here to take the confusion and stress out of the Age Pension and Commonwealth Seniors Healthcare card 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.
Why Choose Simply Pension?
We Come to You – We meet you at your home or preferred location in Sydney, making the process easy and convenient. For national clients, virtual meetings.
Low, Transparent Fees – For less than one Age Pension payment, we manage your entire application process from start to finish.
Step-by-Step Guidance – We guide you through every step, making government paperwork simple and stress-free.
Fast, Efficient Applications – We ensure your application is complete and accurate to help avoid delays and speed up approval.
Direct Access to Real Experts – Speak directly with qualified professionals whenever you need personalised support.
If you have any questions or need help with your Age Pension or Commonwealth Seniors Healthcare Card—before, during, or after our meeting, we’re always just a quick phone call or email away.
Location
Sydney NSW 2000