AgeWise Financial Planning - Greensborough, Victoria

Ian M.

We are delighted that we were referred to AgeWise to provide financial guidance to my elderly parents. Not only are Susan and Wayne highly knowledgeable, astute and efficient, but they handled the situation with empathy and understanding which is important when making decisions for others. We can't rate Agewise highly enough.

Caroline H.

I can highly recommend spending time with Susan if you are having to navigate the not-at-all straightforward aged care sector for a loved one. Susan was not only extremely knowledgeable about the ins and outs of financing a family member's move into residential aged care but she was also kind and understanding about the emotional factors associated with it. I truly do not know how we would have managed had we not had Susan's expert guidance and advice to inform the financial decisions we needed to make for our family. Thanks so much, Susan. When we're ready to start planning our retirement, we'll be back!

fausto S.

Cannot speak highly enough of Susan at Age Wise. She provided the highest levels of customer service we have experienced. Matters concerning parents and your own situation is not easy. Susan was caring and understanding at all times. The information she provided was accurate, responses to queries were turned around very fast. The plan outlined was clear and where necessary detailed enough for us to make informed decisions quickly, minimising the end to end time to process this complex personal situation around finances, pensions and investments.

It was great customer support from beginning to end of the process. Susan is experienced and really informed and goes the extra mile at every stage. We would recommend her and the company unreservedly.

Peter C.

Agewise Financial Planning has been fantastic in the management and implementation of our Fathers financial planning. Their financial planning advice is comprehensive and presented in an easy to understand document. Susan has been great to deal with; always friendly, responsive and professional in her dealings with our Father and our family. I would highly recommend Agewise Financial Planning to anyone seeking financial advice in the aged care sector.

Dave Y.

Susan and Wayne provided great service in setting up my parent’s finances, so friendly and helpful with our planning options. Highly recommended.

Sue B.

Susan was recommended to me as the person to speak with in relation to providing advice on all financial matters to do with aged care as I was in the process of finding a place for my parents. I didn't realise it was such a complicated financial process but after meeting with Susan who explained it in a clear and concise way, I left the meeting feeling very relieved and very grateful for her advice. Thank you so much Susan.

Dino G.

We, as a family meet with Susan, via a zoom meeting. This was great as we had family members at different locations throughout the State. Susan made it very easy for this to happen. Susan was informative, and addressed our questions and concerns.She also made it simple and easy to understand.

Christine C.

Susan from Agewise makes my sister's investments easy to understand, and she provides sound advise at the annual reviews. Susan is happy to answer any question regarding investments no matter how trivial I might feel the question is.
Would recommend AgeWise Financial Planning without a hesitation.