This Week: GDM | Age Pension Application

I helped a new client finalise their Age Pension Application forms today. The forms and processes Centrelink require you to complete these days is just out of control, so the client wanted to make sure they had everything right, before they submitted the forms for processing.

As I was in the process of completing the new client's Financial Plan, I had all of the information necessary, so I was able to assist the client to put the finishing touches on their Application.

Of course, for our Total Service Clients, I help them to complete their Age Pension Application any time they are required (without any addition cost to the client).