After just one session, you’ll feel more in control of your Age Pension.
What do we do?
-
Education
We provide clear and comprehensive guidance on the Age Pension eligibility criteria, entitlements, and the application process. Our team ensures you understand the key factors affecting your Age Pension, empowering you to make informed decisions.
-
Age Pension Assessment
Our experts conduct a thorough assessment of your financial and personal circumstances to determine your eligibility for the Age Pension. We examine your income, assets, and residency status, offering tailored assessment on your entitlement
-
Age Pension Application Assistance
Our Age Pension application assistance service helps you complete your application and gather the necessary supporting documents to meet Centrelink's requirements.
Approval for the Age Pension can take up to 13 weeks; however, our clients are typically approved within 4 weeks on average.
-
Age Pension Application Outsourcing
We offer a full-service Age Pension application outsourcing solution, where we handle all aspects of your application process on your behalf. By nominating Simply Pension as your authorised nominee, we take on the responsibility of lodging your Age Pension application and managing the entire process with Centrelink.
Our Mission
At Simply Pension, we simplify the Age Pension application process, ensuring seniors receive their full entitlements with ease. With over a decade of experience, we make navigating Centrelink straightforward and stress-free.
Why Choose Simply Pension?
Expertise: Our team is up-to-date with the latest Age Pension rules, providing reliable, accurate guidance.
Personalised Service: We tailor our approach to your unique situation, ensuring the best possible outcome.
Transparency: We clearly explain the system, empowering you to make informed decisions.
Supportive Guidance: We offer step-by-step assistance to help you navigate complex government processes.
Our Commitment
Simply Pension is dedicated to supporting your financial security throughout retirement. Whether you're planning ahead or managing an existing claim, we’re here to help every step of the way.
Our Promise
If you have any questions or need assistance with your Age Pension before or after our meeting, we’re just a quick email or phone call away.
Contact us today to start your journey towards a secure retirement.
Location
Sydney NSW 2000
Please note, we do not provide financial advice. All information is general information only.
Richard Kim
Masters of Financial Planning, Advanced Diploma and Diploma of Financial Planning
Director
About Me
I bring over a decade of experience in the financial planning industry, holding a master’s degree, diploma and advanced diploma in financial planning. My career includes significant roles at some of the largest superannuation companies and banks, where I have been instrumental in assisting seniors with managing their retirement and Age Pension affairs.
Through my work with clients and their families, I’ve gained firsthand insights into the complexities and challenges of navigating the government benefits application process. Understanding these hurdles inspired me to establish Simply Pension with a clear mission:
At Simply Pension, I am committed to using my extensive expertise to simplify and enhance the Centrelink Age Pension application process for seniors. My goal is to empower individuals by offering expert, compassionate assistance to ensure they receive the full entitlements they are rightfully due. I believe that securing government benefits should be straightforward and stress-free for everyone.
I am dedicated to ensuring that applying for government benefits is not an arduous task. My commitment to helping people claim what is rightfully theirs influences every aspect of our service and shapes our approach to supporting clients in their journey toward a secure and comfortable retirement.
Access my LinkedIn by clicking “in” below.
