We are a privately-owned, boutique financial planning and 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. Retirewise 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.
