Pension Plan and Centrelink Advice

Maximise your pension benefits and navigate government entitlements with expert Centrelink advice tailored to your retirement needs.

Navigating pension plans and Centrelink entitlements can be complex and overwhelming, especially when you’re preparing for retirement. At Strategem, we provide strategic pension planning and Centrelink advice that ensures you receive the full benefits you’re entitled to. Our experts work with you to optimise your eligibility for the Age Pension and other government entitlements, ensuring that your financial needs are met in retirement. Whether you’re applying for the first time or looking to maximise your current entitlements, we guide you through the process to secure your financial well-being.

Strategem Financial Services | Bendigo & Melbourne | Wealth Management | Pension Plan
Strategem Financial Services | Bendigo & Melbourne | Wealth Management | Pension Plan

What’s involved:

Pension Eligibility Assessment

We review your financial situation to determine your eligibility for the Age Pension and other government entitlements, ensuring you receive the maximum benefits possible.

Centrelink Application Assistance

Our team assists with preparing and submitting Centrelink applications, ensuring all required documentation is in order for a smooth process.

Income and Assets Testing Advice

We provide advice on how your income and assets may impact your eligibility for pension benefits, offering strategies to optimise your position.

Maximising Government Entitlements

We help you navigate additional government benefits, such as health care cards and other concessions, ensuring you take full advantage of available support.

Ongoing Centrelink Support and Reviews

We offer ongoing support with Centrelink, including reviews of your situation and adjustments to your pension plan as your financial circumstances change.

Are you ready to maximise your pension benefits and secure the government entitlements you deserve?

Contact Strategem today for expert advice on pension plans and Centrelink benefits, and ensure your financial well-being in retirement.

HEAR IT FROM OUR CLIENTS

  • Thank you for all your patient advice over our years together. You are the one of the main reasons we are currently enjoying a worry-free retirement.

    - Gabrielle

  • The most helpful and knowledgeable team that always has time for us and makes us feel special.

    - Ivan

  • All staff we deal with are very professional and also very approachable. We get prompt action with any queries we may have.

    - Dianne

  • I cannot fault the service from Trevor and his team.

    - James

  • Excellent, efficient and friendly service that fully meets our needs. We value Strategem very highly. Thank you.

    - John

  • Premium service from a friendly and supportive team. Strategem makes tax time simple!

    - Andrew

  • Excellent support from Brett with our superannuation and financial planning with a zoom meeting, email correspondence and then a follow up phone call. Our tax return process with Ashley and team has been outstanding. So very impressed with the support at this time.

    - Barbara, Bendigo client

Strategem Financial Services | Bendigo & Melbourne | Resources

DOWNLOAD YOUR SPREADSHEET

Personal Budget
Spreadsheet

Begin by budgeting your personal income and expenses to live a more enriched life.

Strategem Financial Services | Bendigo & Melbourne | Resources
Strategem Financial Services | Bendigo & Melbourne | Resources

INSTANT CALCULATOR

How much Super will you have to fund your retirement?

Get the answer in less than 1 minute*

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We get that just because we love numbers doesn’t mean you have to.

Our specialised advice will support the health of your family and your business. So let us take the stress away and navigate the complex world of wealth management for you. Fill out our enquiry form below.

Strategem Financial Services | Bendigo & Melbourne | Wealth Management