Retire Right

331 age pension deep dive - getting ready to claim (part 1)


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In this 2 part mini-series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In this episode Glen and Justin discuss preparing to claim. Stay tuned for next week where we cover living on the pension. In this episode they touch on:


👉 when to start preparing to claim

👉🏼 the benefits of chatting with a financial information service officer

👉🏽 assets and income eligibility

👉🏾 who's eligible for the commonwealth seniors health card 

👉🏿 how and when to apply

👉🏻 how to access help with navigating digital services


You can contact the Financial Information Service on 132 300, ask for Financial Information Service or learn more at https://www.servicesaustralia.gov.au/financial-information-service


Free Financial Information webinars here: https://www.servicesaustralia.gov.au/financial-information-service-live-webinars


If you’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


Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


🏡 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 Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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Retire RightBy Glen James


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