Located in Brisbane's Bayside, Pension Wise are your local Centrelink Age Pension and Concession Card experts. We are the Administration Assistant for Older Australians entering and navigating the Centrelink landscape, taking the stress out of dealing with Centrelink via our Information and Assistance services.
Pension Wise 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.
We have a range of service packages to assist you, no matter how involved you wish to be with Centrelink. From providing you with information, facts and an alternative ear so you are confident to deal with Centrelink yourself; to completely managing Centrelink on your behalf (that's right, we'll speak to, and deal with them for you!).
Pension Wise recognise that you've worked hard, you've paid your taxes and you shouldn't lose your sanity in the process of claiming the Age Benefits you are entitled to from Centrelink. Importantly;
- 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.
Starting my career in Financial Services in 2006, I quickly learnt how the financial landscape can change overnight (via the infamous ‘GFC’) and the important role inflation linked income streams, such as the Centrelink Age Pension, have on a retirees ability to endure and recover from the volatility associated with financial markets.
As a Financial Planner for the last 10 years, I have specialised in Retirement Planning, with a strong focus on cashflow and Centrelink Older Australian benefits. Empowering my clients with knowledge and taking the frustration out of dealing with Centrelink is where I drew the most satisfaction from my career.
A report recently released by National Seniors Australia & Retirement Essentials, “The Centrelink Experience” highlighted just how dissatisfied Age Pensioners are with the information and services provided by Centrelink. Common complaints from surveyed seniors ranged from the complicated forms and long wait times, to the impersonal service, differing advice and lack of knowledge amongst Centrelink staff. Most found the experience to be time wasting and annoying.
After a decade long career witnessing such frustrations myself, these statistics and trends definitely resonated . Every Australian should understand the benefits they are entitled to in their retirement years, and not feel exasperated in the process of claiming them. I decided it was time for me to do something about it; Pension Wise was born!
So why waste your precious time, energy and patience dealing with Centrelink when you can outsource it to someone else? Pension Wise is the Administration Assistant for Older Australians entering and navigating the Centrelink landscape.
Browse our list of Services and Contact us today to begin your stress free Centrelink journey!
PO Box 2413,Wellington Point QLD 4160
0484 370 283
hello@pensionwise.com.au
Copyright Pension Wise Pty Ltd (ABN: 94 635 972 584), trading as Pension Wise.