Big Financial Boost for Aging Couple

The Thomas family's journey with Justin spans over 15 years, a testament to the trust and reliability they've built together. Recently, with changes in eligibility requirements for the aged pension, Justin saw an opportunity to bring positive change to their financial situation.

After meticulously completing the 2023 tax returns for Jane, her husband, their SMSF, and family trust, Justin advised Jane to explore pension eligibility. Recognising the importance of this transition, he guided Jane through the process, ensuring all necessary documents were gathered and organised.

To further support Jane, Justin introduced her to a Pension Consultant who shared their commitment to the Clear Vision way. This collaboration proved fruitful as, within a mere four weeks of their initial meeting, they achieved a timely and greatly appreciated outcome.

Thanks to Justin's proactive approach and the expertise of the Pension Consultant, the Thomas family now enjoys an additional $299 each per fortnight, supplementing their carers pension. This newfound financial support not only eases their burdens but also underscores the value of long-term relationships and strategic financial planning.

(names have been changed in this case study to preserve the privacy of our client)

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