James Bouzios
Founder and director
82% of Aussie pre-retirees don’t have a clear retirement plan. Know what needs to happen before you can confidently finish work.
Watch the video below to see how Retirewise helps Sydney pre-retirees plan for life after work, starting with a free initial call.
ASIC Moneysmart research: Australian pre-retirees aged 50–66. 82% is calculated from the 18% who reported having a clear plan.
Complete the form above to book a free initial consultation with Retirewise.
- Get clear on when you could afford to retire
- Plan how your savings could support the life you want
- Free initial consultation. No obligation to proceed
- Know any fees before you commit
Peter Dickinson
Financial adviser, CFP®
Case studies
Tom & Jill: building super and planning retirement income
Tom and Jill wanted to know whether they could retire comfortably and whether to keep their investment property. Their case study explores how their savings, super and property could support their retirement plans.
Kate: planning retirement income and Age Pension eligibility
Kate planned to retire from her work as a medical specialist and move into her Queensland property. Her case study looks at her retirement income, potential Age Pension eligibility and estate planning.
Future income and super balances are estimates, not guarantees.
Reviews
★★★★★
5.0 out of 5 · 14 reviews on Google
Cecile Saludo
29 September 2026★★★★★
Communication was excellent and well explained strategy for wealth management.
I’m confident that they would help me achieve my goal in the future.
Roger More
25 September 2026★★★★★
I have been a client of Peter’s for 10 years now and have found Peter, professional , helpful and knowledgeable with all aspects of my financial planning. Peter’s calm and level headed nature and ability to explain all aspects of my superannuation portfolio, in easy to understand terms, gives me the confidence that my financial situation in the present and future is in good hands.
Fanios
24 June 2026★★★★★
Have been with Retirewise for a few years and am very impressed with the level of service. Peter D has been outstanding and makes it all easy to understand. Would recommend and have recommended to other people looking for a trustworthy financial planner.
Tom Hallass
23 June 2026★★★★★
They are always proactive and super responsive
samatza
16 May 2026★★★★★
Having worked with them over several years now I can confidently say they provide solid advice and are there for the whole journey.
We couldn’t be happier with the continued work and support they provide, highly recommended for great service and customer care.
Sonya Marsden
24 April 2026★★★★★
Heading toward retirement and unsure where to turn, I contacted Peter—who was recommended to me by my mother—for advice on where to begin.
I received straightforward advice in language I could easily understand and appreciated the time taken to explain the various options and possible outcomes. Their client service is excellent, with prompt responses, and I would have no hesitation in recommending Retirewise to anyone navigating this area
Crystal Parke
21 March 2026★★★★★
Peter helped me out during a challenging time in my life setting up and investing my late husbands super. Peter also advised me on the best strategy on how to grow my super portfolio for my retirement years. Peter is a good listener and takes onboard all your concerns.
Crystal 57 Years.
Matt
a year ago★★★★★
Instead, I got straightforward, practical advice with quick responses and genuine engagement. Even after making the final payment, I was concerned that the support would drop off, but they’ve stayed just as involved to finalize everything, which I truly appreciate.
Deborah Ekman
3 years ago★★★★★
I have always found them to be extremely professional and knowledgeable, educating me in the importance of financial planning and management.
John D.
3 years ago★★★★★
I have placed my trust in Retirewise!
Sam Tsig71
Edited 3 years ago★★★★★
they really know their stuff and always keep me in the loop...highly recommend this business
Brett van den Berg
3 years ago★★★★★
Peter was professional and helpful, really appreciated his patience and expertise
Michael Johnson
5 years ago★★★★★
They let me proceed at my own pace with no pressure. They are really nice guys to deal with in a great location.
Peter Gotsis
5 years ago★★★★★
I was previously with another firm and on bringing my business to iRetire Wealth, have found this firm & its representatives to be highly knowledgeable, professional, trustworthy and very responsive. Would gladly recommend.