your financial direction

Call  9509 1599

retirement planningThe inclusion of a government pension into your pre or post retirement income stream can make a huge difference to your financial position.  Every dollar you receive from the government in the form of a pension is a dollar you don’t have to draw from your own savings.

However there are many people who either don’t realise they qualify for a part pension, or don’t realise that they could receive a much higher pension by making changes to the structure of their finances.  Added to this are government allowances and concessions that are often overlooked which can cost eligible recipients thousands of dollars a year, every year.

Factoring in Government benefits paints a brighter picture

At Segue, we understand the significant contribution that government benefits can make to your lifestyle- we have specialised in the maximisation of government benefits for our clients for over 15 years.  And this experience and understanding enables us to identify whether you are or will be eligible for a pension and how to receive the maximum amount possible.

Our Centrelink and DVA Pension service focuses on:

  • Assessing your eligibility for a benefit and how that fits with your overall financial position
  • Advising on how best to structure your assets and income to maximise your entitlements
  • Assisting with the application process which is very detailed and can be confusing
  • Managing ongoing paperwork and requirements

Contact Segue Financial Services today on 9509 1599 to find out more. It's never too late to explore your options.

Segue Financial Services

Ground Floor, Suite 2

307-313 Wattletree Road

Malvern East VIC 3145

Phone: 9509 1599

Fax:+61 (03) 9509 1577

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Australian Financial Services Licence No. 255257

Professional Practice Financial Planning Association of Australia    

certified financial planner sign of good advice

Financial Planning


Name:*
Phone:*
E-mail:*
How can we help?:

Financial Future

Subscribe to Segue Financial Services Newsletter! Be the first to get information on financial plannning, retirement planning, SMSF and more.