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Retirement Essentials

Retirement Essentials offers Senior Australians a helping hand to get and keep the Age Pension - no need to deal with Centrelink on their own.

DIY Tool Paid 4.69 Stars
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100%

Positive

Reviews above 3.0 stars

0%

Negative

Reviews below 3.0 stars

4.69

Average

Average of all reviews

4

Reviews

Total number of reviews

Reviewer opinions

100%
80%
60%
40%
20%
Ease of use
Customer support
Met expectations
Would recommend to others

Overview

First, check what Age Pension payments you could be eligible for using our Age Pension calculator. Once you know what you are eligible for, we will guide you through preparing your application. Our Age Pension Specialists are available on the phone and webchat to guide to answers all the questions on our site. We complete your forms and post them to you with a personalised checklist so that you don't miss anything. Then, pop into your nearest Centrelink and handover your documents. We'll also help you with any questions Centrelink may have about your application.

Reviews

4.7
out of 5 stars
3
1
0
0
0

Mal

65+ years old
5

"Such a great service. Easy to get help when required and they delivered on all their promises. It was a much easier way to get my Age Pension. I will definitely be telling all my friends!"

19 October 2018
details

Richard

66-75 years old
5

"So glad I used Retirement Essentials. This is a very long ,drawn out process, made more complicated by Centrelink. The fee is money well spent. I cannot thank the team enough. Rick"

11 July 2019
details

Mardi

56-65 years old
3.8

"Retirement Essentials was the best thing I ever did when applying for an Age Pension The main dealings I had were with Shayna...she was professional, very approachable and extremely competent, which gave me immense peace of mind. I had some very difficult issues and she handled them promptly and efficiently. I have no hesitation what so ever recommending Shayna for the delightful person/professional she is, and Retirement Essentials..."

28 September 2020
details

Wanda

66-75 years old
5

"I value the opportunity to thank Retirement Essentials for their customer support and professionalism during the process when I requested their assistance. Retirement Essentials exceeded my expectations with a prompt outcome. I would highly recommend to anyone reading this review to to consider using Retirement Esstiantials "

07 December 2020
details

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Article coverage:

Key information

Category
  • Pension
Life stage
  • Retiring
Financial plan produced?
Not Applicable
Fee structure
  • One-Time Fee
Is there a free trial?
Not Applicable
Customer support
  • Email
Date founded
2017
Company website
Visit site

Start using Retirement Essentials

 

Get started

How it works

First, check what Age Pension payments you could be eligible for using our Age Pension calculator. Once you know what you are eligible for, we will guide you through preparing your application. Our Age Pension Specialists are available on the phone and webchat to guide to answers all the questions on our site. We complete your forms and post them to you with a personalised checklist so that you don't miss anything. Then, pop into your nearest Centrelink and handover your documents. We'll also help you with any questions Centrelink may have about your application.

Category
  • Pension
Type of help
  • DIY Tool
Where can I get this?
Online
Are there any other availability restrictions?
Services Offered
Will I learn what type of risk taker I am?
No
Will it produce a financial plan?
Not Applicable
What types of investments are available?
Not Applicable
How many investment portfolio options are available?
Where can I invest?
  • Not Applicable
Who manages my investments?
Not Applicable
In whose name are investments held?
Not Applicable
Is there professional research available on the investment options?
Not Applicable
Will it allow me to trade automatically?
Not Applicable
Will it automatically rebalance my portfolio?
Not Applicable
Will it provide reports on my investment performance?
Not Applicable
Cash management account
Not Applicable
Automated alerts and updates
Yes
Can I access other professional help through this service?
  • Financial Advice
On which platform can I use this?
  • Computer
  • Tablet
  • Smartphone
Account opening & closing
How do I create an account?
Online
Account opening speed
  • 2 minutes
Will it capture my personal financial information automatically?
Not Applicable
Will I be asked questions about my situation?
Complex (> 5 questions)
How fast can I get my invested money back?
Not Applicable

Who it's for

Accessable by
Myself
Life stage
  • Retiring
Type of customer
  • Consumer
Advice stage
Implement Financial Plan
What is the minimum amount I have to invest?
Not Applicable
What is the minimum amount I have to be earning?
Not Applicable
Customer service & support
Is there general financial education information provided?
Yes
Customer support
  • Email
Who do I complain to as a last resort?
  • Not Applicable

What it costs

Fee structure
  • One-Time Fee
Minimum contract period
Not Applicable
Free Trial
Not Applicable
Payment method
  • Debit Card
  • Credit Card
  • Paypal

Is it legitimate & secure

Trading name
Retirement Essentials Pty Ltd
Who owns the company
Paul Rogan
Who runs the business
  • Paul Rogan, Hugh Morrow, Greg Hansen
Date founded
2017
Number of staff
5-10
Security & Regulatory Compliance
Will it verify my identity?
No Identification Required
Will it send me a confirmation security number to sign-up?
Yes
Are my records destroyed when I leave?
No
Is there detailed documentation about the product?
Not Applicable
What company holds the financial license?
SuperEd Pty Ltd
Financial Services Guide?
Yes

Contact Information

Website
Visit website
Email
Send email
Phone Number
1300 527 727
Address
Level 8, 100 Walker St, North Sydney 2060
Social Media

Start using Retirement Essentials

 

Get started

Mal

65+ years old
5

"Such a great service. Easy to get help when required and they delivered on all their promises. It was a much easier way to get my Age Pension. I will definitely be telling all my friends!"

19 Oct 2018
details

Customer opinions

Ease of use
Customer support
Met expectations
Recommend to others

Richard

66-75 years old
5

"So glad I used Retirement Essentials. This is a very long ,drawn out process, made more complicated by Centrelink. The fee is money well spent. I cannot thank the team enough. Rick"

11 Jul 2019
details

Customer opinions

Ease of use
Customer support
Met expectations
Recommend to others

Mardi

56-65 years old
3.8

"Retirement Essentials was the best thing I ever did when applying for an Age Pension The main dealings I had were with Shayna...she was professional, very approachable and extremely competent, which gave me immense peace of mind. I had some very difficult issues and she handled them promptly and efficiently. I have no hesitation what so ever recommending Shayna for the delightful person/professional she is, and Retirement Essentials..."

28 Sep 2020
details

Customer opinions

Ease of use
Customer support
Met expectations
Recommend to others

Wanda

66-75 years old
5

"I value the opportunity to thank Retirement Essentials for their customer support and professionalism during the process when I requested their assistance. Retirement Essentials exceeded my expectations with a prompt outcome. I would highly recommend to anyone reading this review to to consider using Retirement Esstiantials "

07 Dec 2020
details

Customer opinions

Ease of use
Customer support
Met expectations
Recommend to others

Start using Retirement Essentials

 

Get started