Retire Right

223 key strategies to maximise your age pension benefit


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In today's episode, financial advisers Martin and Jesse reveal key strategies to help you maximize any Centrelink Age Pension benefits you may qualify for, ensuring you get the most from your entitlements. The touch on:


๐Ÿ‘‰ renovating your home

๐Ÿ‘‰๐Ÿผ paying down debt

๐Ÿ‘‰๐Ÿฝ gifting assets

๐Ÿ‘‰๐Ÿพ using funeral bonds & prepaid expenses

๐Ÿ‘‰๐Ÿฟ super sheltering

๐Ÿ‘‰๐Ÿป annuities

๐Ÿ‘‰ casual/part time work

๐Ÿ‘‰๐Ÿผ updating the value of your personal assets

๐Ÿ‘‰๐Ÿฝ seeking advice around inheritances & more


If youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retireright


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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Retire RightBy Glen James


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