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03 9598 8002 / Sandringham

When planning for your financial future, it is important to find out if you qualify for any of the government benefits available to individuals and families.

These benefits include (but are not limited to) the Age Pension, Mature Age Allowance, Family Tax Benefit, Parenting Payment and Disability Support Pension. There is also a range of benefits for service veterans.

As well as the Age Pension, retirees may be eligible for benefits including the Health Care Card, Commonwealth Seniors Health Care Card, Pensioner Concession Card and the Pharmaceutical Allowance. Eligibility criteria apply to each benefit. These criteria can be quite complex and can change over time.

The Age Pension can form the cornerstone of some people’s retirement income.

How can we help?

We can help you structure your investments and assets to maximise your chances of qualifying for a pension. We’ll review your situation and look at your assets, including property, investments and superannuation savings, and assess how these could affect your social security entitlements.

To find out how we can help you maximise your social security entitlements call us on 03 9598 8002 or email us to discuss.

Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Affinia Financial Advisers Limited, its related entities, agents and employees for any loss arising from reliance on this document.

All of the material published on this website is for information purposes only and does not constitute advice.

This information is of a general nature only and have been provided without taking into account all of your objectives, financial situation or needs.

Because of this, we recommend you consider, with our without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.

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