Because we know you have better things to do with your retirement than complete paperwork and sit on hold to Centrelink!
As your local Centrelink Age Pension and Concession Card experts, we take pride in;
- Empowering you with knowledge so you are confident in your dealings with Centrelink via our Information Services. Our Information Services explain the current Centrelink Older Australian benefits available, eligibility criteria, assessment rules and help you to apply this to your situation.
- Taking the anxiety out of your Centrelink dealings via our Assistance Services. Our Assistance Services help you apply for, manage and track your Centrelink Age Pension and Concession Card benefits.
Located in Brisbane's Bayside, Pension Wise is the local Administration Assistant for Older Australians, taking the stress out of entering and navigating the Centrelink landscape. See Below for details on how we can help you with your Centrelink journey .
Pension Wise Services
Age Pension & Retirement Benefits Information & Analysis
The information service suitable for those both approaching and already Age Pension age, wanting a better understanding of eligibility, assessment and application requirements for the Centrelink Age Pension and Concession Cards. The Centrelink landscape, rules and thresholds change regularly; we keep on top of them so we can assist you maximise your benefits.
Outsource Your Claim for Age Pension & Concession Cards
The assistance service perfect for people about to claim the Age Pension from Centrelink. We will help you understand Centrelink's eligibility and assessment criteria, assist you complete and lodge your claim, and follow up until your claim is granted and payment rate is correct. After your initial visit, we will deal with Centrelink on your behalf!
Outsource the Ongoing Management of your Centrelink Benefits
The assistance service for Age Pensioners & Concession Card Holders who never want to speak with Centrelink again! Via our Nominee arrangement, we can respond to mail and information requests, update your Income and Assets to ensure you are receiving the correct rate of payment and advise you of any changes which may impact your entitlements.
Review your Existing Age Pension Entitlement
The information service designed for existing Age Pensioners who wish to review their Age Pension payments against their Income & Assets. This service makes sure your Income & Assets are recorded correctly with Centrelink, and ensures you are maximising the Age Pension benefits available to you.
Major Change of Circumstances Investigation
Your Centrelink entitlements will be impacted by major changes to your circumstances such as; a change to relationship status, sale of the family home, receiving inheritances, employment change, or other large income and asset restructure.
If you have been considering a major change to your circumstances, it is important to assess the impact this may have on your Centrelink benefits. This service has been designed to do just that, allowing you to make informed choices before committing to any changes you may be considering.
Major Change of Circumstances Income and Assets Update Assistance
Located in Brisbane's Bayside, Pension Wise are your local Centrelink Age Pension and Concession Card experts. We aim to take the stress out of dealing with Centrelink by providing you with knowledge, tools and assistance services to make your journey easier.
Not everyone needs, or can afford, traditional Financial Advice for their Centrelink affairs. Quite often, quality education, accurate (& relevant!) information and someone to bounce ideas off can be all you need to gain the confidence to take charge of your financial affairs.
Pension Wise is an Information and Assistance service;
We are not Centrelink or a Government Department - you can be sure our conversations are confidential
We are not a Financial Advice Service or aligned to any Financial Institutions - there is no hidden agenda or conflict of interest
We are 100% Fee for Service and Transparent - our packaged services make it easy for you to understand exactly what our fees are, and exactly what you will receive in return
Browse our Service Packages below to decide which one is best for you and contact us today to start your stress free Centrelink journey!
Copyright Pension Wise Pty Ltd (ABN: 94 635 972 584), trading as Pension Wise.