IRetire Wealth
Marrickville
(4)
Marrickville
(4)
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.
4 customer reviews
Linda
I first met Peter a few years ago when considering my options pre-retirement. He and his colleague James from Iretire Wealth were both extremely knowledgeable and supportive during this process. Peter is always available for questions that might arise for me. I am very happy with the outcome and confident regarding my future. More...
Dave McCarthy
I think the biggest thing when asking someone else to deal with my money is trust. I have saved thousands in relation to my tax and have seen a large percentage return on investments. I have known some members of the team for over ten years, and I have friends who have used their services for over 20 years. What more could I ask for from these guys other than what I receive? Good returns, good savings and good advice. More...
Michael Johnson
I have known Peter and James for some years and have used them to transition from my old (very good) financial planners to my current (even better) situation. These guys really ‘get’ my needs. Their advice is independent, professional and very good value. They let me proceed at my own pace with no pressure. They are really nice guys to deal with in a great location. Their advice has produced great results. It’s nice to have advisers that I totally trust! More...
Peter Gotsis
I was previously with another firm, which I felt was somewhat limited in service proposition, knowledge and offerings. On bringing my business to iRetire Wealth, I have found this firm and its representatives to be highly knowledgeable, professional, trustworthy and very responsive. Couldn't be happier bringing by business across to iRetire Wealth and would gladly recommend. More...
What do you love most about your job?
Helping people make decisions so they can achieve their best possible outcome
What inspired you to start your own business?
Our business was started by an experienced tax accountant who previously referred his clients to outside financial planners, but felt he could provide his clients with a better service.
Why should our clients choose you?
We focus on client education and coaching so the client can make better informed decisions. We are boutique and provide highly customised financial planning solutions in conjuction with accounting and tax advice.
Can you provide your services online or remotely? If so, please add details.
Having some offshore clients, we are experienced in working online and remotely. The initial meeting through to implementation and ongoing review can all be completed with video-conferencing, electronic signatures and online access to all information.
What changes have you made to keep your customers safe from Covid-19?
We encourage video-conferencing and have implemented a COVID safety plan for our offices. We are located in a low density area and can currently hold face to face meeting with appropriate registration, hygiene and social distancing practices.
Wealth Accumulation & Investment Strategies
Building wealth is about working smarter, not harder. It’s a team effort, with having competent players in the right position at the right time being the key to success. Whilst you play your part, iRetire Wealth offer the complementary skills to maximise your potential. This can include professional, well qualified experience in areas such as budgeting & debt management, tax planning & structuring, gearing to invest, managed & direct investing as well as performance monitoring & ongoing reviews.
Retirement Planning
The constantly evolving complexities of regulations and legislation make planning for retirement difficult. Whether starting early or later, well qualified advice can help you achieve the most by utilising the time and resources you have available to you. A thorough plan will include superannuation and non-superannuation investment planning, full utilisation of superannuation contribution strategies, together with budgeting, debt management and tax planning strategies, to produce a realistic projection of your optimum outcome. We start with what you are doing now and project how our recommendations can help you achieve more.
Superannuation
Building retirement savings through superannuation can be one of the most tax effective strategies available to you. However, the benefits available to you can be diminished through excessive fees and inappropriate investment allocation or selection. iRetire Wealth base our advice on your personal circumstances, providing transparency and clarity to help you maximise your retirement saving potential.
Self Managed Super Funds
This rapidly expanding segment offers great potential for the right individuals. iRetire Wealth offer a full range of SMSF services, starting with determining if this strategy is appropriate for you. Beyond this, we provide advice on establishment, investment strategy, ongoing investment management, compliance and reporting through to establishing pensions and winding up when appropriate.
Insurance
Thorough planning for wealth accumulation requires allowing for contingencies. The factors outside your control can have a greater impact than those you can control. This includes financial planning for individuals, families and businesses. Often the best strategy to address risk is through insurance. iRetire Wealth help you determine what cover is most appropriate, how much cover you need, how it would be most appropriately structured and how sustainable the cost can be.
Estate Planning
A comprehensive plan extends beyond retirement. Having a valid will is only the start, estate planning extends this to ensure your beneficiaries receive the optimum benefit of your life’s work. iRetire Wealth can assist with planning and reviewing the most appropriate structures to address tax issues, protect assets and ensure your wishes are met as closely as possible in health and upon incapacity or death.
