Live & Free Webinar

Seize the EOFY Opportunities: Understanding tax and super changes

12:30pm AEST | 13th June 2024

Time is running out!

Find out how simple changes that can have a massive impact on your retirement savings

The End Of Financial Year is the perfect time to

Review your investments

Redefine your strategies

Understand changes to super & tax

Register Today To Learn:

How Superannuation works and the impact of recent changes
Changes to tax that can significantly impact you
Strategies that can boost wealth and minimize tax both for you and your family
What to do for the End of Financial Year

Case studies & Examples

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.