Kite Financial Services – helping you and your family understand benefits.
When planning for your financial future, it is important to find out if you qualify for any of the government benefits available to individuals and families. These include (but are not limited to) the Age Pension, Mature Age Allowance, Family Tax Benefit, Parenting Payment and Disability Support Pension. There is also a range of benefits for service veterans.
As well as the Age Pension, retirees may be eligible for benefits including the Health Care Card, Commonwealth Seniors Health Care Card, Pensioner Concession Card and the Pharmaceutical Allowance. Eligibility criteria apply to each benefit. These criteria can be quite complex and can change over time.
The Age Pension can form the cornerstone of some people’s retirement income. We can help you review your investments and assets to ascertain the possibility of you qualifying for a pension. We’ll review your situation and look at your assets, including property, investments and superannuation savings, and assess how these could affect your social security entitlements.
To find out how we can help you maximise your social security entitlements, call 1300 695 830 or email us.
This web page has been prepared by Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, (Financial Wisdom) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Financial Wisdom advisers are authorised representatives of Financial Wisdom.
Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on this document.
This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.