Government Benefits

PACK MORE BENEFITS INTO RETIREMENT

 

There are many government benefits you might be entitled to but may not be aware of. We can help you to successfully navigate the system to see if you’re eligible and help you make the most of them.

Here are some of the benefits:
 

• Age pension – access to the age pension may be availble once you reach pension age.

• Health support – additional benefits may be available with certain types of disability.

• Carer assistance – caring for a loved one may entitle you to financial support.

• Concession cards – save on everyday costs like medicine and public transport if you’re eligible.

• Mobility – allowances may be available depending on your circumstances.

• Bereavement – support after a partner’s passing may be available to you.

Here are a few of the ways an expert adviser could help:
 

• Application assistance – an adviser can help ensure you get your application right and avoid costly errors.

• Changes to laws – be advised on how legislation changes may impact your current situation.

• Income and assets tests – let an adviser explore different ways to improve asset test outcomes.

• Asset holdings – help plan your asset holdings to maximise benefits

 

You could pack more benefits into your retirement. Talk to one of our financial planners to find out what benefits you may be entitled to.