Provident - Government Benefits

Pack more benefits into retirement

There are many government benefits you might be entitled to but may not be aware of. We can help you to successfully navigate the system to see if you’re eligible and help you make the most of them.

Here are some of the benefits:

Age pension – access to the age pension may be availble once you reach pension age.
Health support – additional benefits may be available with certain types of disability.
Carer assistance – caring for a loved one may entitle you to financial support.
Concession cards – save on everyday costs like medicine and public transport if you’re eligible.
Mobility – allowances may be available depending on your circumstances.
Bereavement – support after a partner’s passing may be available to you.

Here are a few of the ways an expert adviser could help:

Application assistance – an adviser can help ensure you get your application right and avoid costly errors.
Changes to laws – be advised on how legislation changes may impact your current situation.
Income and assets tests – let an adviser explore different ways to improve asset test outcomes.
Asset holdings – help plan your asset holdings to maximise benefits

You could pack more benefits into your retirement. Talk to one of our financial planners to find out what benefits you may be entitled to.

Enjoy factor moments

Our vision PLAN. HELP. ACHIEVE. is a series of stepping stones designed to help you explore what it means to enjoy life with financial security. Let us help you discover what your Enjoy Factor is. -

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Our Enjoy Factor is spending time in retirement with the grand-kids and having fantastic holiday adventures. - Jim & Connie Medew

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My Enjoy Factor is volunteering for the Nakuru Hope Gabriel Learning Centre in Kenya. I get the ‘joy’ in my enjoy factor, from the smiling faces of those I am privileged to be able to help; those who so desperately need it. - Gayle Greenwood

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Thanks to careful planning by our wonderful team at Provident, we have been able to travel around America and the United Kingdom enjoying the beginning of our retirement visiting family and friends. - Gerri Garland & Steph Mutch

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We are very satisfied with the service provided by Polly & Provident and can’t recommend them enough. - Matt & Pip McMullen

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Paul, Greg and the team at Provident have become more than just financial advisers to us over the years and are as much friends as they are advisers. - John & Vicki Evans

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Thanks Polly and Greg – you remove plenty of worry from my life! - Richard Murrell

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Provident, Paul Carter and Greg Neill have done an excellent job organizing our financial affairs such that we can draw funds as needed to enjoy these fabulous overseas holidays. - Bob & Bev Berven

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