We make your Age Pension journey simple – we do your paperwork, maximise your benefit and we deal with Centrelink for you and get you APPROVED.
So you can focus on enjoying your retirement.
Secure the Age Pension you deserve
What we do
Check out our work process
Swipe to see all 4 steps →
Understand the rules
We help you understand how the Age Pension works, how it is calculated, which assets are assessed, and the strategies that may help maximise your entitlements.
Assess your position
We assess your income, assets, and personal circumstances to clearly identify your entitlements and ensure you receive every benefit you may be eligible for.
Model your options
We run through "what-if" scenarios (selling/gifting assets, changes in partner status, inheritances), so you make confident decisions, not mistakes.
Manage your application
We manage your Centrelink application from start to finish, handling the paperwork and required documents to help avoid delays and make the process simple.
Richard Kim
Financial Planner
Master of Financial Planning, Advanced Diploma of Financial Planning and Diploma of Financial Planning
Your Age Pension Specialist
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 Health Care 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.
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 or 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 Health Care 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, we offer 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 Health Care Card — before, during, or after our meeting, we're always just a quick phone call or email away.
Location
Sydney NSW 2000
Hours
Monday — Friday
9am – 6pm
Saturday
9am – 1pm
Sunday
Closed