When it comes to retiring we can help our clients looking to commence the Old Age Pension by estimating Centrelink entitlements based on current assets and/or financial position.
There is a lot involved when you reach this age, and to be able to get advice on the matter whenever you need it is paramount. Reaching out and asking for help with these normal steps in life is probably the easiest way to get through it. Let somebody else handle the hard stuff while you can go on with your life and enjoy the time you have worked so hard for.
Not only that, dealing with Centrelink can be a daunting and confusing process. Insure Invest Financial Services offer assistance whereby we will complete and submit documentation and act as your correspondence nominee.
We will line up for you.Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.