Senior Couple

Centrelink Assist

Support and assistance in your dealings with Centrelink

Experienced advisors

Simple Process

Confidential and Secure

Australian Owned and Operated

Apply for an age pension

When applying for an age pension with Centrelink you can expect...

-Hundreds of questions

-Pages and pages of forms

-Mulitple trips to Centrelink Offices

-Long wait times in office and on the phone

There is a better way. 

-Telephone interview with our staff

-We complete your application form 

-We assist you to lodge your form with Centrelink

-We follow up any outstanding documents on your behalf

Ongoing management of your pension

You want to enjoy your retirement, right?

To stay eligible for your pension you need to keep Centrelink up to date with your assets and income.  

-You need to provide documentation to show your financial position

-You need to update Centrelink of any changes to your circumstances

-You will undertake periodic 'income reviews' requiring your time and effort. 

There is a better way

-As your Centrelink nominee we are able to update Centrelink of your changing circumstances

-If you are required to undergo an income review, we will be notified and can assist you in meeting your obligations.

-You deal with us, we deal with Centrelink. 

P. 1300 592 539

E. info@smarthappymoney.com.au

Or click here for our booking/contact page

THE LEGAL STUFF

smart.happy.money is a trading name of BGN Financial Management PTY LTD

Ben Graham-Nellor is a Sub Authorised Representative (291391) of BGN Financial Management PTY LTD (ABN 45 672 104 196) which is a corporate authorised representative (468796) of Professional Investment Services Pty Ltd (ABN 11 074 608 558) which is the holder of Australian Financial Services License No.234951.

The information provided on this website has been provided as general advice only. This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. By entering your details to this website you are agreeing to be added to the BGN Financial Management contact list and will receive, from time to time, newsletters, updates and invites to events etc.  You can opt out at any time by emailing ben@bgnfinancial.com.au

Professional Investment Services Pty Ltd | ABN 11 074 608 558 | AFSL No. 234951 

Website | www.centrepointalliance.com.au/PIS 

Financial Services Guide | www.centrepointalliance.com.au/fsg/pis 

BGN Financial Management PTY LTD is a corporate credit representative (CR528966) of Centrepoint Alliance Lending (ACL377711)

Neeliya Cooper Credit Licence No. 501079 Ph : 0419260226

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