Our Services

Basic Package - Information and Analysis

We will travel to you and explain the Age Pension system and approved methods to increase your Age Pension entitlements if you are not entitled to the full Age-Pension, calculate your entitlements, run through scenarios that could impact your Age Pension.

During this meeting, clients often ask the following questions

  • Am i entitled to the Age Pension?

  • How much will I be entitled to?

  • What can i do to increase my Age Pension entitlements?

  • What will happen if i buy/sell an asset?

  • What supporting documents do i need from my superannuation and/or other investments?

  • What happens if my partner passes away?

  • What happens if i inherit or gift an asset?

  • What happens if i sell my house?

We make sure you leave with a clearer understanding of the Age Pension system, your entitlements, and feel confident handling Centrelink in the future.

We provide you with a report of our analysis of your entitlements.

We also offer virtual appointments for clients who are interstate or prefer virtual meetings.

Cost - $350 for singles and $450 for couples (one-off fee)

Meeting time - 2 hours

Simplify Package - Leave it to us

All services listed in the basic package.

This package is an all in one package that includes all the services included in the basic package plus completion of your Centrelink Age Pension application form, gathering of supporting documents and we will also deal with Centrelink on your behalf so you don’t need to.

We will also be available via phone or email to answer any questions you have throughout the process and keep you updated on the progress of your application.

Reason to choose this package

Centrelink payments can be delayed if an application is completed incorrectly or if supporting documentation is missing. Since Centrelink does not backdate payments, each fortnight of delay can cost you hundreds of dollars. We ensure that such delays are avoided and that you receive your entitlements promptly, thanks to our expertise in handling Centrelink processes.

Approval for the Age Pension can take up to 13 weeks, however, our clients are typically approved within 4 weeks on average.

Cost - $550 for singles and $700 for couples (one-off fee)

Meeting time - 2.5 hours