James Bouzios

Retirewise

Silver

10 Yrs Experience

Marrickville, NSW 2204

About James
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I am a Financial Planner and qualified Tax Accountant with over 30 years experience in providing taxation, accounting and business planning advice on a personal and business level.

As the principal of a public accounting practice, I have specialised in advising small to medium enterprises and high net worth individuals on taxation strategies, structuring personal and business entities, self-managed superannuation funds, investment strategies and risk management.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 June 2021

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.

4.75 November 2018

James has provided a range of tax, financial and investment advice to us for some 30 years. He is a highly experienced professional with deep knowledge of the tax and superannuation system and has asssited with the management of our small business