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.

Register Today To Learn:

  • An overview of how superannuation works
  • Current rules and limitations that affect your super
  • Strategies that can help you maximise your retirement savings and save tax
  • Tips & tricks to optimise your superannuation in 2024

TESTIMONIALS

What Our Clients Say

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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

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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

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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.

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. 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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