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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.
G’day.
I am wondering whether to withdraw and transfer the remaining amount (just over $100,000) of my super into a savings account?
With account keeping fees; administration fees and advice fees averaging $70 a month and with the current stock market situation, I am losing money and my super balance is going down.
Any ideas?
Thanks
Hi Peter, thank you for reaching out for help planning your super. For you and anyone else who would like to have a discussion with someone they can trust we do offer financial advice consultations.
Our financial advice consultations are designed to help you better understand your needs and goals in retirement and some of the actions you can consider to help you achieve those goals. The consultation is online, goes for up to 45 minutes and costs $150.
CLICK HERE to book now.