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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.
Hello. It is only recently that I began receiving and reading RE emails. So far, very interesting and helpful in gaining a better understanding of the features of the retirement landscape.
What remains unclear to me is which of RE’s services actually come with a fee.
I already have a financial adviser, whom I trust and intend to consult again soon as the date of my being able to draw the Age Pension at 67 (May 2022) draws nearer.
What more should I consider doing at this point?
With kind regards,
Tim
Hi Tim, currently our primary service offering is helping people to apply for either the Age Pension or Commonwealth Seniors Health Card depending on which they are eligible for. For those who are not ready to apply yet or already on the Pension/Health Card but need help, we offer phone consultations. We also offer Retirement Advice consultations with our financial planners which are designed to help you better understand your needs and goals in retirement.
Thank you for the clarification of the current focus on of Retirement Essentials on the Age Pension or Commonwealth Seniors Health Card. I was a little concerned that the company was recruiting as financial advisers and the entire scope that entailed. Regards Sue