Scroll down to see the landing page, VSL, ads, emails, and confirmation page we'd use to turn cold traffic into qualified conversations for your team.
Before writing a word, we audited your positioning, competitive landscape, and audience signals. Three findings shaped every deliverable below, and none of it's templated.
Your edge: Specialist focus on retirement advice in Sydney. That thread runs through every piece of content below.
The #1 thing on their mind before they book: No clear view of when work can become optional. Every piece of content below addresses it.
Every piece is finished, written in your voice, and yours to keep regardless of whether we work together.
Offer: Free Discovery Meeting for personalised retirement and wealth planning
Thanks for booking a Discovery Meeting with RetireWise.
People usually reach us because retirement is getting close enough to plan properly, yet the pieces still feel disconnected. Super sits in one place, investments sit somewhere else, and there may be tax or SMSF questions mixed through it all.
Your meeting starts with what you want life and work to look like. The adviser will ask about your current position, clarify the decisions in front of you and work out whether RetireWise can help. If the fit isn't there, the team will tell you.
You'll receive a couple of short emails before the meeting. They'll cover the questions people tend to ask about fees, the advice process and SMSFs, so you can arrive with a useful picture of how the firm works.
There are more short clips below this one. Watch whichever ones match the questions on your mind. It means the adviser can spend more of the meeting on your circumstances and less time covering the basics.
Before the meeting, have a rough idea of your super, investments and debts. You don't need to prepare a full file. A few current numbers will help the adviser understand where things stand.
We look forward to learning more about what you're working towards.
RetireWise doesn't publish a single advice fee because the work depends on what your situation requires. A retirement plan for one household can involve different research and implementation from advice involving an SMSF, business interests or several investment structures.
The Discovery Meeting is free. RetireWise uses that conversation to understand what you need and whether the firm can help. If advice is appropriate, you'll see the scope and cost before deciding whether to proceed.
One public figure is worth separating from the advice fee. RetireWise's SMSF page says setting up an SMSF may cost between $1,500 and $3,000. That's an indicative setup-cost range, rather than a quote for RetireWise advice. Ongoing administration and advice can add other costs, which need to be weighed against what the structure would do for your retirement plan.
Bring the cost question into the meeting. The adviser can explain which work would apply to you and what you'd be paying for before you make a decision.
James Bouzios founded RetireWise and remains the firm's strategic lead. He retired from practising financial advice in December 2025 after almost 40 years in accounting and tax.
Peter Dickinson now leads advice delivery. That means Peter and the advice team handle the client work, while James's role sits at the strategic level.
The Discovery Meeting will be with the adviser assigned to your situation. They'll explain their role, the process and who would stay involved if you proceed. You should know who owns the work before you commit to anything, so ask about that directly if it isn't already covered.
Personalised advice should be visible in the order of the work.
RetireWise starts by clarifying and prioritising your goals. Research and strategy development come after that. The team needs to know when you'd like work to become optional, what commitments your income still supports and how much flexibility you want before it can assess super, investments or an SMSF.
That sequence gives you something practical to test during the Discovery Meeting. Pay attention to the questions the adviser asks. The conversation should spend time on your goals and current position before it reaches products or structures.
If you proceed, the recommendations should connect each major decision to a goal you've already agreed on. Ask the adviser to explain that connection whenever it isn't clear.
Financial advice can't guarantee an investment return or a retirement date. Markets move, tax and super rules change, and your own circumstances can shift.
The useful way to judge the work is by the decisions it helps you make. A retirement strategy should show the assumptions behind your plan, the risks that could move the result and the points where the strategy needs review.
RetireWise describes the relationship as an ongoing partnership because a plan can need adjustment as work, family or financial conditions change. During the meeting, ask how the team tests its assumptions, how progress is reviewed and what would trigger a change.
That gives you a clearer basis for deciding whether the advice process suits you.
The Discovery Meeting is there to assess fit. RetireWise needs to understand your goals and current position before it can say whether its advice is relevant.
The firm's published client feedback gives some useful context. Michael Johnson says he was able to proceed at his own pace and felt no pressure. Peter Gotsis describes the team as responsive, while Sam Tsig says the advisers keep him informed after a relationship lasting more than 30 years.
Your own meeting is the test. Ask every question you need answered, take notes and make sure you understand any proposed scope and cost before you agree to further work.
An SMSF can give you more control and flexibility over how super is managed. It also makes the members trustees, with legal duties, administration costs and responsibility for the fund's decisions.
Suitability depends on what you want the structure to do, the assets involved and whether the extra responsibility earns its place in your retirement strategy. RetireWise hasn't published a minimum balance, and a generic threshold would leave out too much of that picture.
The team's SMSF process should start with your goals, then assess the structure. If an SMSF fits, the advice needs to explain the benefits, setup and ongoing obligations. If another structure fits better, the adviser should be able to explain why.
Bring your current super statements to the meeting if SMSF advice is one of your questions. The adviser can then work from your position instead of a rule of thumb.
Preview: What the adviser will cover and how to prepare.
Subject B: Before your Discovery Meeting
Your Discovery Meeting is booked.
The adviser will start with the retirement or financial-independence goal behind the booking. From there, they'll ask about your current position and the decisions you want help with.
For a busy Sydney household approaching retirement, those decisions often overlap. Super affects future income, debt changes how much income you need, and an SMSF can add responsibility as well as control. The meeting gives the adviser enough context to see which questions belong together.
You'll receive several short emails before the meeting. Each one answers a common question about RetireWise or gives you something useful to prepare.
You can also return to the confirmation page and watch the clips that match your questions. The written answer will always be in the email, so the video is optional.
Keep a recent super figure and a rough list of your investments and debts nearby. You don't need to prepare a full financial file.
RetireWise
Preview: The current roles inside RetireWise.
Subject B: James, Peter and your adviser
James Bouzios founded RetireWise and remains the firm's strategic lead. He retired from practising financial advice in December 2025 after almost 40 years in accounting and tax.
Peter Dickinson now leads advice delivery. He and the advice team handle the client work, while James remains involved at the strategic level.
Your Discovery Meeting will be with the adviser assigned to your situation. They'll explain who would be responsible for the work if you proceed and who stays involved as the plan changes.
Role changes can create uncertainty when much of a firm's trust has been built around its founder. RetireWise has made the division clear: James provides strategic leadership, while Peter leads the advice delivered to clients.
The matching video on your confirmation page covers the same point if you'd prefer to watch it.
RetireWise
Preview: Published feedback from three RetireWise clients.
Subject B: Proceeding at your own pace
Some people arrive at a financial-advice meeting expecting to be moved quickly towards a product or engagement.
RetireWise's published client feedback describes a different experience. Michael Johnson says the advice was independent and good value, and that he could proceed at his own pace without pressure.
Sam Tsig says the advisers keep him informed after a client relationship lasting more than 30 years. Peter Gotsis moved from another firm and describes RetireWise as knowledgeable, trustworthy and responsive.
Those comments belong to the clients who gave them, so your own meeting is still the useful test. Ask the adviser to explain the proposed work, the cost and any assumptions you want to examine. Take the time you need before agreeing to anything further.
You can read this note as text or watch the client-process clip on the confirmation page.
RetireWise
Preview: A short exercise using your own figures.
Subject B: The retirement timing worksheet
Retirement timing gets easier to discuss when four numbers are on the page:
- the annual spending you expect in retirement
- income you expect outside your investments
- your current super and investment total
- debts you expect to carry into retirement
Use your own current figures. They can be rough.
Start with expected annual spending and subtract reliable income that doesn't depend on drawing from your portfolio. The gap is the amount your assets may need to fund each year. Your current assets and expected debts give the adviser a starting point for testing how long that funding may need to last.
The calculation is incomplete on purpose. Tax, market returns, inflation and contribution rules can all change the answer, and an adviser needs to test those assumptions rather than promise a date from four numbers.
Bring the worksheet to the meeting. It'll help the conversation move quickly towards the timing question you care about.
RetireWise
Preview: What needs to be true before an SMSF earns its place.
Subject B: Control comes with duties
An SMSF can give members more control over how super is managed. The same structure also makes them trustees, with legal duties and responsibility for the fund's decisions.
RetireWise hasn't published a minimum balance for SMSF suitability. Balance is one input, alongside the assets involved, the purpose of the structure and how willing the members are to carry trustee responsibility.
The firm's public guidance says SMSF setup may cost between $1,500 and $3,000. That figure is an indicative setup-cost range. It isn't a RetireWise advice quote, and ongoing administration or advice can add other costs.
If an SMSF is one reason you booked, bring your current super statement. Ask the adviser what the structure would allow you to do, which duties would sit with you and which ongoing costs need to be included.
The full answer is here in text, and the confirmation page has a matching video if you'd rather watch it.
RetireWise
Preview: Why there isn't one public fee for every household.
Subject B: Scope before cost
There isn't a single published advice fee because the scope changes with the work required.
A focused retirement plan can involve a different level of research from advice that includes an SMSF or several financial structures. Quoting one number before understanding the situation would leave out the work that drives it.
The Discovery Meeting is free. If RetireWise believes it can help, you'll see the proposed scope and cost before deciding whether to proceed.
Use the meeting to ask what work is included, who delivers it and whether ongoing review is part of the proposal. If anything is outside scope, ask the adviser to identify that too.
This gives you a direct way to judge value. You can compare the decisions being addressed with the work required to address them.
Prefer to watch? The cost clip on your confirmation page covers the same explanation.
RetireWise
Preview: The order of work behind a personalised plan.
Subject B: Goals before strategy
The firm's process starts by clarifying and prioritising your goals. Research and strategy development follow.
That order gives you a practical way to judge whether advice is personalised. The adviser should understand when you'd like work to become optional, what flexibility you want and which commitments the plan needs to support before recommending products or structures.
If you proceed, each major recommendation should connect to one of those goals. The assumptions should be visible too, especially around retirement spending, future income and market conditions.
Plans also need review points. Work, family circumstances and financial rules can change. Ask what RetireWise reviews, how often it reviews it and what would cause the strategy to change.
Bring one priority to the meeting that you want the plan to protect. It could be a retirement date range, time with family or the ability to reduce work gradually. A clear priority helps the adviser test trade-offs against something real.
RetireWise
Preview: A few current figures will make the conversation more useful.
Subject B: Your Discovery Meeting checklist
Your Discovery Meeting is coming up.
Have these items nearby if they're easy to access:
- a recent super balance or statement
- a rough list of investments and debts
- your expected retirement spending, even as a range
- any SMSF question you want answered
You don't need a polished spreadsheet. Current estimates are enough for an initial conversation.
The adviser will ask about what you want retirement to look like and where your finances stand. They'll then assess whether RetireWise can help and explain the next step if there's a fit.
If you can no longer make the meeting, use the calendar link in your booking confirmation to choose another time. Otherwise, keep the booking and bring the question you most want answered.
RetireWise
## Asset checklist
- Confirmation-page return link
- Team-role video
- Client-process video
- Retirement timing worksheet
- SMSF suitability video
- Cost and scope video
## Personalisation
This Dream 100 version uses no merge tokens. Each email is written for the busy Sydney pre-retiree segment and can be embedded verbatim.
Preview: A date only helps when the assumptions are visible.
Subject A: When work becomes optional
Subject B: The retirement timing question
Recommended send day: Tuesday
CTA level: none
"When can I retire?" sounds like one question. It usually contains several decisions.
The spending you want in retirement sets the income target. Your super and investments affect how that income may be funded, while debt can change how much flexibility the plan has. Tax and market assumptions then move the date in either direction.
A useful retirement plan shows those assumptions. It should tell you which ones carry the most weight and what needs to be reviewed if your circumstances change.
Start with a simple exercise. Write down the annual spending you expect in retirement, then subtract reliable income that doesn't depend on drawing from investments. The remaining gap is what your assets may need to support each year.
That figure won't give you a retirement date on its own. It gives an adviser a better question to work with: how long could your current resources fund the gap under a sensible range of conditions?
RetireWise starts by clarifying the life you're planning for, then researches the strategy around it. The date comes from the plan's assumptions rather than a promise made before the work begins.
RetireWise
Preview: Control only helps when it serves a clear purpose.
Subject A: Before choosing an SMSF
Subject B: What should the fund do?
Recommended send day: Thursday
CTA level: none
An SMSF can give members more control over how their super is managed.
Control comes with trustee duties, administration and legal responsibility for the fund's decisions. Those obligations need to be weighed against what the structure would help you do.
RetireWise hasn't published a minimum balance because balance is only one part of suitability. The purpose of the fund and the assets involved need attention too, along with the members' willingness to carry trustee responsibility.
RetireWise's public guidance says setup may cost between $1,500 and $3,000. That's an indicative setup-cost range, while ongoing administration and advice can add further costs.
Before choosing a structure, write down the decision it needs to improve. Greater investment control may be relevant. A coordinated retirement-income strategy could be another reason. If the purpose isn't clear, the extra work is hard to judge.
An adviser can then test the SMSF against that purpose and explain the trade-offs using your current position.
RetireWise
Preview: The order of the conversation tells you plenty.
Subject A: How to test personalisation
Subject B: Goals before recommendations
Recommended send day: Monday
CTA level: none
"Personalised" appears on plenty of financial-advice websites. You can test the claim by watching the order of the work.
The adviser should spend time clarifying what you're trying to achieve and which goals take priority. Research and strategy development come after those decisions.
That order affects the recommendations. A household seeking a clean break from work can need a different strategy from someone who wants to step back gradually. The same asset can play a different role in each plan.
Ask one question when a recommendation is presented: which goal does this support?
The answer should connect the recommendation to something you've already agreed on. It should also explain the assumption behind it and the trade-off you're accepting.
RetireWise's process starts with goal clarification for this reason. A plan becomes easier to judge when every major decision has a clear job.
RetireWise
Preview: The role split at RetireWise since December 2025.
Subject A: James and Peter's current roles
Subject B: Who leads the advice now
Recommended send day: Wednesday
CTA level: none
James Bouzios retired from practising financial advice in December 2025 after almost 40 years in accounting and tax.
He remains RetireWise's founder and strategic lead. Peter Dickinson now leads advice delivery, working with the firm's advice team.
For current and prospective clients, the useful question is who owns the work. The adviser should explain who handles the strategy, who coordinates implementation and who stays involved when the plan is reviewed.
That accountability should be clear before an engagement begins. It protects continuity as the firm's leadership roles change and gives clients a direct contact for the advice they receive.
RetireWise has been operating since 2013 and says it has helped hundreds of clients. The current structure keeps the founder's strategic involvement while placing day-to-day advice delivery under Peter's lead.
RetireWise
Preview: Published comments on pressure, communication and responsiveness.
Subject A: Three client comments
Subject B: How clients describe RetireWise
Recommended send day: Friday
CTA level: none
Client feedback is useful when it describes the working relationship rather than offering a vague compliment.
Michael Johnson says RetireWise allowed him to proceed at his own pace without pressure. Sam Tsig says the team keeps him informed after a client relationship lasting more than 30 years.
Peter Gotsis came from another firm and describes RetireWise as knowledgeable, trustworthy and responsive.
Each comment points to something you can test in a first meeting. Notice whether the adviser gives you time to decide. Ask who communicates progress once work begins, and pay attention to how directly your questions are answered.
Testimonials belong to the people who gave them, and your experience may differ. They still help turn broad claims about service into behaviours you can look for yourself.
RetireWise
Preview: Rough current numbers are enough for the first conversation.
Subject A: Four figures to bring
Subject B: Before your Discovery Meeting
Recommended send day: Sunday
CTA level: soft
A retirement conversation becomes more useful when you have four current figures nearby:
- super and investments
- annual spending you expect in retirement
- income you expect outside your portfolio
- debts likely to continue into retirement
Rough figures are enough for an initial meeting. The aim is to understand the shape of your position and identify which assumptions need proper research.
Add one question you want answered. It could be when reducing work becomes realistic, whether your existing structures still fit or whether an SMSF deserves closer attention.
RetireWise offers a free Discovery Meeting to clarify your goals and assess whether the firm can help. If you'd like to have that conversation, book a meeting and bring the figures above.
RetireWise
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
