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Financial Advice and Services in Sydney

We are a NSW owned and operated business with over 30 years of experience.

About Us

Financial Services for All Stages of Life

It doesn't matter if you're just starting your career or entering retirement: we can help.

Our Services

Protect What Matters the Most

Most of us don't often think about it, but how would you and your family cope if you were injured and unable to earn an income?

Our Services

It's Never Too Early to Plan for Retirement

Whether you are in your 20s, 30s, 40s, 50s or even beyond, sound financial advice could benefit you and your retirement prospects.

Our Services

Financial Planning Advice and Services in Marrickville, Sydney NSW

We are

Financial Solutions tailored for you

iRetire Wealth focus on achieving what is important to our clients through custom made solutions. We have a proven track record of matching the right financial strategies and services for our clients, based on high standards of trust and integrity, directed by meeting our client’s best interests.

We are a privately-owned boutique wealth management business. The business was founded by James Bouzios, primarily to extend the range of bespoke services offered to his individual, family and small to medium size enterprise accounting clients.

Our Services

Learn about the range of financial services that iRetire Wealth can help you with.

Wealth Accumulation

Let us help you reach your goals and take control of your financial future.

Superannuation

Every employee contributes to super, but is your fund looking after you?

SMSF

Self Managed Super Funds aren't for everyone: are they right for you?

Retirement Planning

Ensure your retirement is everything you want it to be: plan for it.

Insurance

Your ability to earn an income is your greatest asset. We can help protect it.

Estate Planning

Minimise tax and other expenses with a properly structured estate plan.

Our Team

The strength of our business is the strength of our team. Meet the people that keep the wheels turning.

James Bouzios

Managing Director

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Peter Dickinson

AFP, Certified Financial Planner®

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Our Processes

Our experienced advisers will guide you through a process that is designed to help you achieve your goals.

We create financial strategies for every aspect of your life, whether you are an individual, a family, a professional or business owner.

We begin by helping you clarify and prioritise your goals. We then research and develop a strategy to best assist you in accomplishing your goals. This process may involve considering multiple scenarios, to assess different outcomes. We then create a clear action plan, so you know what you need to do to reach your goals.

We offer ongoing support to ensure you are on track to achieve your goals and to accommodate any changes in your life, such as a new job, updating your insurance, or a new savings goal.

Throughout the process we seek to inform, consult and engage with you to provide clarity and ensure we are always acting in your best interests.

Most people find the financial planning process really empowering because instead of just worrying about your finances and how you are going to achieve your goals, you are taking action which makes you feel more optimistic about the future.

Our Fees

No tricks. No surprises. No unexpected charges. Learn more about our fee structure.

Relax knowing that we're not ripping you off

We are happy to meet and discuss your goals and objectives, then determine whether our services are appropriate for you. This initial meeting is always at no cost or obligation to you. Any further cost to you depends on the level of complexity of the work we undertake. Our fees are negotiated and agreed to prior to us commencing any work.

In general, we charge a one-off fee to prepare a Financial Plan. This preparation includes identifying your needs, undertaking research, providing recommendations, discussing the plan and making any adjustments, followed by full implementation of our recommendations. Our Plan will identify the basis of our strategy, together with benefits and drawbacks of our recommendations as well as full disclosure of any additional costs to you and any other remuneration we may expect to receive as a result of you agreeing to our recommendations.

Often our Financial Plan will recommend we undertake to regularly review our advice to ensure it is still appropriate to your circumstances. In this case, an ongoing agreement would be negotiated with an agreed annual fixed fee, or a percentage-based fee on funds under management.