When a long-time client came to us after being made redundant, he was understandably anxious. As the primary breadwinner in his household, the thought of applying for JobSeeker Payments was overwhelming, especially with his wife already retired and their only income coming from modest savings and a small rental property. 

During our conversations, we uncovered a key opportunity: his wife was eligible for the Age Pension but hadn’t considered applying. With our guidance, they successfully accessed these entitlements. We also conducted a full review of their retirement savings and strategically restructured their investments to generate a reliable income stream while optimising their tax position. 

The result? Peace of mind. The couple not only secured the income they needed for retirement, but also avoided the stress of navigating Centrelink on their own. They now feel confident and in control of their financial future, knowing they have the right support behind them. 

By providing personalised advice and strategic planning, we helped our client transition from uncertainty to confidence in their retirement journey. 

If you’re unsure about your own retirement plan, we’re here to help you achieve clarity and financial security. Let’s start the conversation today!