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James Coyle
James has over 35 years experience in financial services with particular expertise in two of the key components of retirement finance - Superannuation and the Age Pension. He is passionate about providing the guidance and support that can help older Australians enjoy their best possible retirement. He lives in regional Victoria surrounded by dogs and chooks.
I am on a full aged pension renting’
I have $210,000 in my share portfolio
Value now approx $75,000
Profits from sale of shares are taxable
Do I keep trading or take lump sum out or invest else where?
Hi Graham, thanks for seeking assistance with the best next steps to take! It would be best for you to book in a consultation with our Financial Adviser. This way we can understand your individual needs/goals, then help you feel confident with how your money can be invested. The session goes for 60mins and costs $330, CLICK HERE to book.