We assist clients with claims for the Age Pension, Carer Payment and Allowance, Disability Support Pension, and DVA services. Eligible recipients may also qualify for concession cards that provide valuable discounts and everyday benefits.

Our role is to help you maximise your Centrelink entitlements and ensure you’re receiving the full range of concessions available to you.

If you don’t qualify for a payment, you may still be eligible for other concession cards — including options for self‑funded retirees — that offer meaningful savings and benefits you may not have realised were available.

Let us take the frustration out of dealing with Centrelink. We can guide you through the steps you need to take and the forms required for your unique situation. Or, if you prefer, we can act on your behalf as your correspondence nominee. This temporary appointment allows us to update your income and asset details, receive copies of correspondence and make enquiries for you — so you can leave the stress behind.

You might be surprised to learn that Centrelink gets it wrong sometimes. Having a financial adviser who can act on your behalf helps minimise errors and saves time. We know the outcomes we’re expecting, we understand the rules and we can speak their language.

If you’re considering Aged Care, it’s important to know that the financial information held by Centrelink (or DVA) is used to determine how much you will be required to contribute toward your ongoing care costs. Understanding this early can make a significant difference to your planning and peace of mind.