Personal Consultations

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.

Total cost $330

Age Pension Applications

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.

From $660*

* The cost of this service will depend on the complexity of your financial situation. A quote will be provided prior to you proceeding with our assistance.

Ongoing Service

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.

From $660* per annum

* The cost of this service will depend on the complexity of your financial situation. A quote will be provided prior to you proceeding with our assistance.

Aged Care Assistance

My Pension Manager can help you with the confusing process of entering permanent residential aged care.

  • Personal consultation with one of our aged care experts where we’ll help explain how aged care fees are calculated.
  • We’ll explore how age pension entitlements may be impacted by entering aged care and what options you have.
  • Completion of the Centrelink aged care income and assets form required for your aged care fee assessment.

Total cost $880

Other Services

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

  • Moving house (downsizing, upsizing).
  • 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.

Total cost $330

*Notification of these changes to Centrelink will incur an extra cost.

Seminars and Public Speaking

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

Service Guide & Important Information

Download the latest version of our Service Guide & Privacy Policy.

Book an Appointment

Call or email to book an appointment.

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