Services

Are you confused by the Centrelink maze? We’ll help navigate it for you.

Comprehensive consultation with one of our pension experts
Discovery of your potential entitlements using the payment finder and rate estimator.
Explanation of how Centrelink assess different payments, concession cards and the asset and income test.
Detailed customer appointment record document with a breakdown of your income and assets.

Please refer to our Services Guide for Pricing

The claim process can be time consuming and incredibly frustrating – Let us do it for you!

Completion of age pension claim from start to finish.
Personal consultation with one of our pension experts, including an explanation of how Centrelink assess your pension.
Detailed customer appointment record document with a breakdown of your income and assets.
Registration of My Pension Manager as your nominee to handle all of your Centrelink claim correspondence.
We’ll keep you up to date during the entire process.

My Pension Manager ongoing service packages allow you to enjoy a relaxed retirement – You’ll never have to deal with Centrelink again.

We’ll keep your Centrelink record up to date by providing regular updates to your income and assets.
We’ll respond to any letters or correspondence you receive from Centrelink.
We’ll assist you to advise of a change in circumstances to Centrelink.
Our consultants will ensure that you’re getting paid the correct amount of age pension.
We keep you informed of any changes in legislation and how they may affect you.

Are your circumstances changing? We can provide you with information around scenarios such as:

Concession Card applications and renewals.
Applying for a Disability Support Pension, Carer Payment, Carer Allowance or JobSeeker Payment.
Moving house (downsizing, upsizing).
Moving into permanent aged care.
Accommodation options (granny flats, retirement villages).
Changing employment arrangement (increasing/decreasing hours or starting a new job).
Gifting money to family members, friends or organisations.
Change in relationship status (becoming partnered or separating).
Death of a partner and bereavement entitlements.

Are you involved in the financial services industry or have a group that would benefit from hearing from us? We can provide:

Age pension seminars for your clients explaining Centrelink payments, concession cards and means testing criteria.
Technical training sessions for your financial services employees including Centrelink strategies.
Presentations catering for changes in Social Security legislation, Centrelink policy and Government budget night updates.

*Price on application

Download the latest version of our Services Guide.

Call or email to book an appointment.