Retiring on a part-aged pension

Most Australians are going to retire on a mix of super, investments and a part aged pension.

But most financial advisers are not interested in part-pension retirees, because their situation is complex (= hard work) and they can't afford big commissions.

At Black Swan Event Financial Planning, we are not just happy to deal with part-pension retirement strategies, we are actually one the very few experts in the area with real, up-to-date experience.

And don't think you'll be getting "office junior" treatment: all our clients accounts are personally handled by or supervised by and have direct access to Principal John Cameron, one of WA's most qualified and experienced industry veterans.

If your retirement capital is limited, you need top advice far more than someone with a big, lazy portfolio: you must make every dollar count and you must arrange your affairs to maximise government benefits including part pension, health care card and other concessions.

Centrelink, through its "Financial Information Service", provides very good guidance as far as "general principles" go. But they can only talk in general terms and cannot give you a detailed, individual solution that will maximise the benefits they pay you.

You need and you are entitled to timely and appropriate advice from an expert who is very clearly on your side.

For more information or for a no-obligation initial consultation, contact us.

See also retirement planning