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.
Maintaining financial control: Is this you?

Maintaining financial control: Is this you?

These responses led us to question what feeling in financial control really looks like. And, for the majority who do feel in control, why seeking help or support is still a major factor. Here’s our summary of the various aspects of control and how and when extra money advice might be required.

Why Age Pension applications can fail

Why Age Pension applications can fail

Being entitled to an Age Pension doesn’t mean you’ll automatically receive your fortnightly payments from Day One of your retirement.

Being entitled doesn’t even mean your application will be successful. There are quite a few hurdles to overcome if you are planning, or in the midst of, an application.