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.
Changing (retirement) gears

Changing (retirement) gears

There are many different reasons why Australians retire, but most are linked to affordability or being forced into retirement because of ill health or job loss.  

Whatever the reason for retirement, the transition is extremely important. This requires thinking about how to build financial security during the transition years and throughout your retirement, particular in terms of superannuation and the Age Pension.

Meet Megan Marshall

Meet Megan Marshall

Meet Megan Marshall: Reducing the fear factor Megan Marshall has been working in financial services for her entire career. Initially in a work experience role, Megan soon worked part-time, then as a full-time employee with a national financial practice. Along the way...