Maximising entitlements. Minimising complexity.
Centrelink benefits can play a vital role in supporting your financial wellbeing—especially in retirement. But navigating the system can be complex. At Opus Wealth, we help you understand your eligibility, optimise your entitlements, and manage the administrative process with confidence.
What we do
Centrelink advice matters
Whether you’re applying for the Age Pension, Commonwealth Seniors Health Card (CSHC), or other support payments, the rules around income and assets can be confusing. Our advice helps you:
- Understand eligibility and means testing
- Structure assets and income to maximise entitlements
- Avoid common pitfalls that lead to reduced payments or delays
- Manage Centrelink correspondence and compliance
Whether you’re applying for benefits, updating Centrelink on changes, or responding to compliance requests, we’re here to guide you every step of the way.
How it helps you
Tailored strategies for every situation
We work with retirees and pre-retirees to develop Centrelink strategies that reflect their unique financial position. Our approach includes:
- Age Pension Planning: Assessing your eligibility and advising on asset and income structuring to optimise payments.
- CSHC Access: Helping clients who don’t qualify for the Age Pension access valuable concessions through the Commonwealth Seniors Health Card.
- Scenario Modelling: Forecasting retirement income under different Centrelink outcomes to support long-term planning.
Wherever you are, we're with you
Whether you’re applying for benefits, updating Centrelink on changes, or responding to compliance requests, we’re here to guide you every step of the way.
Why Opus Wealth?
We don’t just manage money—we help you write the next chapter of your life story. With a clear plan and a trusted adviser by your side, you can move forward with purpose and peace of mind.
