Live & Free Webinar

Investing Masterclass: Wealth Creation in 2024

1pm AEST | 9th April 2024

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This webinar is about actionable insights you can implement immediately to enhance your investment prowess.

This webinar is perfect for:

Seasoned investor looking to fine-tune their portfolio

Beginner eager to embark on your investment journey

Time-poor professionals who want succinct information on the current financial climate

Register Today To Learn:

Factors currently driving market movements - economic, geopolitical, AI and sustainability factors
How to start your investment journey, or review how you are currently doing it.
Real-world case studies and practical examples
Investing fundamentals and strategies of portfolio construction and management.

TESTIMONIALS

What Our Clients Say

“

Their advice is independent, professional and very good value. They let me proceed at my own pace with no pressure. Their advice has produced great results. It’s nice to have advisers that I totally trust!

Michael Johnson

“

Both James and Peter are very professional and trustworthy (I've been a client for cover 30 years) ...they really know their stuff and always keep me in the loop...highly recommend this business

Sam Tsig

“

I was previously with another firm and on bringing my business to RetireWise, have found this firm & its representatives to be highly knowledgeable, professional, trustworthy and very responsive.

Peter Gotsis

Meet your hosts

Peter Dickinson

Financial Planner

With over 7 years of experience as a financial planner, Peter has a wealth of knowledge and experience in demystifying financial planning and helping clients understand their options for achieving their goals.

James Bouzios

Financial Planner & Principal

James has an impressive career in financial services spanning over four decades. With nine years as a Financial Planner and 40 years as an accountant under his belt, James has built a wealth of knowledge and experience that is invaluable to our clients at Retirewise.

Our Partners

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