Expert Advisory Services

Specialized guidance for every stage of your benefits journey

Age Pension Navigation

$347.50

Retirement should bring peace of mind, not confusion about entitlements. Our Age Pension service helps you maximize your retirement income while understanding the complex interplay between assets tests, income assessments, and deeming rates.

What's Included:

  • Comprehensive assets and income assessment review
  • Strategic planning for property and investment structures
  • Deeming rate optimization strategies
  • Partner considerations and combined assessments
  • Gifting rules and five-year lookback analysis
  • Pension supplement and energy supplement guidance

Disability Support Assessment

$425.80

Accessing disability support involves demonstrating how your condition affects daily functioning. We help you navigate DSP applications, NDIS planning, and support coordination with evidence that meets program requirements.

What's Included:

  • Eligibility assessment for DSP and NDIS programs
  • Medical evidence coordination and gap analysis
  • Functional capacity documentation support
  • Job Capacity Assessment preparation
  • NDIS plan review and goal setting assistance
  • Support coordinator selection guidance

Carer Payment Guidance

$289.95

Caring for a family member or friend is demanding work. Our service ensures you receive the financial recognition you deserve while maintaining compliance with ongoing care requirements.

What's Included:

  • Carer Payment versus Carer Allowance analysis
  • Care receiver medical evidence requirements
  • Constant care criteria assessment
  • Temporary cessation of care planning
  • Respite usage optimization strategies
  • Combined pension and carer payment scenarios

JobSeeker Optimization

$198.75

JobSeeker payments come with mutual obligations and reporting requirements that can feel overwhelming. We help you understand your responsibilities while ensuring you receive the correct payment rate.

What's Included:

  • Payment rate calculation and income test review
  • Mutual obligation requirement clarification
  • Employment income reporting strategies
  • Exemption and special circumstances assessment
  • Participation plan optimization
  • Working credit and income bank explanation

Family Tax Benefit Review

$265.40

Family assistance payments adjust based on your income, childcare usage, and family structure. Our review ensures you're receiving appropriate support without unexpected reconciliation debts.

What's Included:

  • FTB Part A and Part B eligibility review
  • Income estimate optimization for reconciliation
  • Child Care Subsidy rate calculation
  • Maintenance income assessment
  • Shared care arrangement analysis
  • End-of-year reconciliation planning

Rent Assistance Maximization

$175.60

Rent Assistance calculations depend on your accommodation type, who you live with, and your base payment. Small details can significantly affect your entitlement.

What's Included:

  • Rent threshold and maximum rate calculation
  • Shared accommodation and household composition review
  • Verification documentation requirements
  • Boarder versus lodger classification
  • Retirement village and aged care considerations
  • Temporary accommodation special rules

Ready to Get Started?

Select a service above or contact us to discuss which option best suits your needs.

Contact Our Team