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223 key strategies to maximise your age pension benefit
Manage episode 430613692 series 3530837
In today's episode, financial advisers Martin and Jesse reveal key strategies to help you maximize any Centrelink Age Pension benefits you may qualify for, ensuring you get the most from your entitlements. The touch on:
👉 renovating your home
👉🏼 paying down debt
👉🏽 gifting assets
👉🏾 using funeral bonds & prepaid expenses
👉🏿 super sheltering
👉🏻 annuities
👉 casual/part time work
👉🏼 updating the value of your personal assets
👉🏽 seeking advice around inheritances & more
If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
44 επεισόδια
Manage episode 430613692 series 3530837
In today's episode, financial advisers Martin and Jesse reveal key strategies to help you maximize any Centrelink Age Pension benefits you may qualify for, ensuring you get the most from your entitlements. The touch on:
👉 renovating your home
👉🏼 paying down debt
👉🏽 gifting assets
👉🏾 using funeral bonds & prepaid expenses
👉🏿 super sheltering
👉🏻 annuities
👉 casual/part time work
👉🏼 updating the value of your personal assets
👉🏽 seeking advice around inheritances & more
If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
44 επεισόδια
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