Concerned about how you are going to fund your retirement?
We understand that our clients who are getting ready for retirement or are already in retirement may need some form of financial assistance through the Age Pension. This is why, we have established a service that will ensure we are able to maximise your Age Pension entitlement to supplement your investment income.
With almost 50% of older Australians receiving some form of Age Pension, we as advisers can help maximise your Centrelink Age Pension benefits by utilising genuine and effective strategies.
As Age Pension entitlements are subject to meeting eligibility criteria and means testing, our advisers take the time to fully understand your retirement needs and will run calculations to show exactly how much are entitled to. Many retirees who are entitled to receive higher amounts of benefits, often don’t, as they miss out on opportunities to maximise their benefit amount.
Our team will take care of all your Age Pension needs right from filling out application forms to corresponding with the Department of Human Services. Don’t let the opportunity of receiving additional income to support your retirement go by.
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The information on this website is of a general nature only and has been prepared without taking into account your particular objectives, financial situation or needs.
Before selecting any product or service or acting on any advice you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
If any information in this publication relates to a particular product or service you should obtain any relevant disclosure statement for that product or service before making a decision about whether to acquire the product or service.
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Mohammed Saheed (308525) and Acro Financial Services Pty Ltd t/a Acro Wealth Management (1246594) are Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735, AFSL No. 229892, ACL No. 229892, Level 23, 25 Bligh Street, SYDNEY NSW 2000
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