How to make the most of your super in 2024
Are you comfortable that your superannuation is working as hard as possible?
Your superannuation can be used as:
A tax-free income stream to replace your working income.
Lump sums for one-off outlays, such as paying off the mortgage.
A legacy for your children and grandchildren.
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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.
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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. Peter and his team believe strongly in a collaborative experience with their clients.
James Bouzios
Financial Planner & Principal
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. He is passionate about building long-term relationships with clients and watching them grow financially.
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