Social security rules and tests can be very complex and will often change. There are a number of strategies that a financial adviser can assist with in order to maximise a client’s pension benefits. This is particularly true when you have one member of a couple who is younger than the other.
The most common entitlement we are able to assist with is the Age Pension but there are a number of other government pensions that can be boosted by implementing simple strategies.
Andep Investment Consultancy has been providing advice to clients since 1982 and is one of the few truly independent advice companies in Perth. Our fees are charged based on the time taken to give advice and we will always let a client know prior to a meeting if we do not believe they will benefit from advice.
Contact us today to discuss your situation and whether you could benefit from financial advice.