Age Pension

Navigating the Age Pension can feel complex, especially with changing rules, asset tests, and application forms. Understanding what you’re entitled to and how to structure your finances effectively can make a meaningful difference to your retirement lifestyle.

We guide you through the process with clear, practical advice on:

  • Understanding Age Pension eligibility

  • Assessing your income and assets

  • Maximising your entitlement

  • Applying for the Age Pension

  • Reviewing your superannuation, investments, and drawdown strategy

  • Planning for part-pension scenarios and deeming rules

We take the complexity out of the process, helping you understand what the rules mean for your personal situation and how to position yourself for the best outcome.

Whether you’re preparing to apply, need help with an existing claim, or simply want to understand your options before retirement, we’re here to support you with clear, tailored guidance so you can approach the Age Pension with confidence and peace of mind.

Financial advisor Gisborne

Make a Start

Book a no-cost consultation to find out how we can help you achieve financial freedom.