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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.
This is a very important point: our last financial adviser (Self dubbed “Ethical” ) actually kept putting us off applying to Centrelink after the age of 65 – then my retirement age- which finally we did by changing adviser. We lost a similar amount!
Our situation is changing again. What are your consultation charges for a second opinion?
Your site is very helpful thank you!
Hi Richard. We charge $75 for a consultation. You can find out more here
Hi my husband reaches pensioner age 66.5 on 22 June 22 , we live on 150 acres and have a yearly loss as a registered primary producer, do you have knowledge in this area to help us, I’m the only income earner which will affect this thanks
Hi Jo, thank you for reaching out for further assistance. Given the need to discuss your situation in detail it would be best to do this in a more confidential forum. We will send you an email separate to this comment with details on how we can potentially help via a consultation.