Are you getting all you are entitled to?
More and more government services are going online, and with so many different parts of government to deal with, it is easy to get confused.
With our help, you can make sure all your information is up-to-date and make sure you are getting all you are entitled to.
Make some time to get organised.
The pandemic has accelerated something that was happening already - the move to online services from the government.
While getting setup may seem a daunting task, it’s amazing just how easily you can get things done and stay organised by using online systems.
We want to help people get setup and show them some of the things that can be done.
Are you sure you are getting all you are entitled to?
While we are linking up all your government services, we can also check in on some of the entitlements you are eligible for, such as energy rebates, registration and licensing.
Money and support has been put aside for later life Australians - and you need to apply to get it.
By following a systematic and expert approach, you can be be confident all the work has been done. You will never feel more organised.
What People Are Saying
“Thanks so much for yesterday, it put my mind at rest. You got everything up-to-date. That’s great”
— Lorraine, Newport.
“I want to thank you again for making my life a lot easier”
— Barbara, Dee Why.
“Thanks Brendan. I still can’t believe I was entitled to a cheap fridge! Please keep hunting and letting us know what is out there.”
— Alison, Gordon.
How we work with our clients to get organised
We make a time for a face-to-face appointment at our office.
We run through a 50 point checklist.
We prepare a report that shows you how to manage your new setup.
We give you a list of information you need to bring along to our meeting.
We fix information that is out of date or incorrect.
You are now more informed as to how you can make the most of the system.
We use a big screen to help us work with you to get setup.
We find entitlements you may be missing out on.
You are organised and confident you are on track.
“Out-of-date Centrelink information could mean people are being underpaid their age pension - more money coming in each fortnight is just the start. The next step is to make sure you have applied for all of your entitlements - meaning savings of around $2,000 per year. We help you get organised and start saving money sooner.”
— Brendan Ryan
Here are some of the things we things we look at.
myGov is the gate way to a lot of government services. Getting setup is pretty straightforward - however it is the linking to other services that is the challenge
The NSW Government has long been bolstering online delivery of services
The Pensioner Concession Car unlocks a huge array of entitlements.
Dealing with Centrelink online means easier updating of assets and income, and importantly, an easy check of how you are being assessed, and whether you are getting paid the right amount. Part of our service will include an assessment of the right amount of age pension to expect.
The NSW Driver license is able to carried as an app.
The Regional Seniors Travel Card is available for residents in NSW regional areas
While most of your dealings with Medicare are getting more straightforward - by going online you can track payments and check in on your safety net.
Pension Concessions apply for car registration in NSW
The Commonwealth Seniors Health Card offers the same Medicare and Pharmaceutical Benefits Scheme entitlements for self-funded retirees
The use of Australian Tax Office online services has increased dramatically in recent years, with 740,000 lodgements made online on July 1 2020. Later Life Australians should also be making use of this, and the site also offers the chance to easily locate lost super.
Concession available include water supply - making for significant savings for age pensioners
Not only is the Gold Opal Card an easy way to access transport savings, it can also bet setup to be automatically topped up.
We think there are so many good reasons for later life Australians to make the most of My Health Record.
Concession available include water supply - making for significant savings for age pensioners
A NSW permanent resident over 60 can apply for a Seniors Card (rules apply)
Would you like to talk?
As part of your financial planning service, we will setup and linkup all your government digital services, including:
MyGov
Medicare
Centrelink
Australian Tax Office
My Health Record
Service NSW
We will check and see whether you are getting the right amount of age pension.
We will also run through a checklist of entitlements and enrol you for those that you are missing out on.
About you:
Ideally you are age pension age (66 or over), and qualify for an age pension.
You are also able to come to a face-to-face meeting an an office in Manly.
You will be able to work through a checklist of information to bring to the meeting.