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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.

5 Comments

David Taylor on September 28, 2022 at 9:22 am

I thought I was fairly well informed but I haver never heard of this Annual survey . Who are Natixis ? and what relevance does it have to us in Australia? Some of the findings relate to investment fundamentals and personal investment comfort.

Bob Rochester on September 28, 2022 at 11:56 am

I applied for the Age Pension ,16 weeks ago . There has been an RFI which I dealt with promptly, 9 weeks ago. Nothing heard ! Should I have applied thro’ Retirement Essentials ? Is it too late ?

Steven Sadler on October 4, 2022 at 10:24 am

Hi Bob, I am sorry to hear of the delays you are experiencing with Centrelink. Due to how Centrelink operate, it is difficult for Retirement Essentials to step in part way through a claim. For us to be of the most value it is best if we are with you from the start so we know exactly what information is in the claim as well as documents provided, history of requests made etc.
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Linda on September 28, 2022 at 4:30 pm

Fairly grim situation we appear to face. We finally retired last year in our seventies, only to find our pension plummeting and inflation soaring. We are getting nowhere near the returns we expected and have already lost around one seventh of our pension as the markets went down.

So what do we do now? It is certainly not easy to avoid the “mistakes” above as we seem to be facing an unprecedented situation.