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About me
Susan is the Principal Adviser at AgeWise Financial Planning, which provides specialist advice for retirement living and aged care solutions. AgeWise is based in Greensborough, but also offers in-home or Zoom consultations.
Susan is passionate about ensuring that clients understand their options and make the best decisions when making major life moves.
She started her career in the corporate world, working for 20 years as an engineer, project manager and product manager. She then decided she was ready for a change, wanting to work with and help people on a one-to-one basis. So she re-trained and has been working as a Financial Planner since 2011, specialising in retiree and aged care clients, launching AgeWise Financial Planning in 2018.
Susan’s Financial Planning qualifications include a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning) and is also a Certified Financial Planner (CFP®). Susan also holds a Bachelor of Engineering degree and a Masters in Business Administration.
Authored by me:
Reviews
4.7
out of 5 starsRobert
56-65 years old"Susan was so pleasant to deal with, she is full of knowledge and her delivery to explain and review the requirements are professional and concise, we recommend her highly. "
12 Apr 2021Joanne
56-65 years old"Really happy with Susan’s advice Cleared up a few things of concern for myself in regards to my father’s Financial affairs. "
08 Feb 2021Antonio
46-55 years old"Susan was very thorough with mums financial situation.I will recommend Susan to other family members."
05 Jan 2021Kerry
46-55 years old"Susan assisted my brother and I with our mum's financial matters. Mum is in aged care and we were unsure whether to sell or rent the family home. Susan clearly explained our options with easy to follow documentation. Susan was at all times friendly, compassionate and professional. We will definitely be seeking Susan's assistance once we sell the property for investment advice. I feel very confident that the advice provided was tailored to our individual needs."
05 Nov 2020Sandra
56-65 years old"I have had an extremely good experience with Susan helping me with my finance. I am confident l have placed my funds in the best situation with her ideas. Susan listened very well to what my goals were and suggested great advice. I have implemented these ideas .l always felt comfortable asking questions along the way and see what she thought."
15 Oct 2020Gary
56-65 years old"Susan has given me advice regarding the investment of funds to provide for my sisters ongoing care. Susan was able to advise on available government inheritance structures that were available in my sisters situation to maximise her income and maintain flexibility in investments should my sisters health or situation changed. Susan's knowledge and experience is substantial and I feel very confident in the advice given and that it is right for my sisters needs. Susan is always very responsive when I need attention and she proactively pursues actions (mine and others) to ensure completion. Susan always explains options and recommendations in a clear way."
30 Aug 2020My Expertise
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Aged Care
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Budgeting
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Cashflow & Income
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Complex Investments
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Government Assistance
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Growing Assets
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Retirement Planning
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Shares & Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 10 Years
- Highest qualification
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Master of Business Administration
- Industry Memberships
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1 total
- Address
- Level 1 103 Grimshaw St
Greensborough, VIC, 3088 - Location
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Ownership Structure
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Company
Agewise Financial Planning
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Interprac Financial Planning Pty Ltd
-
Licensee owned by
SEQUOIA FINANCIAL GROUP LTD
My Qualifications
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Advanced Diploma of Financial Services (Financial Planning) (2012)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
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Diploma of Financial Services (Financial Planning) (2011)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
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Master of Business Administration (2000)
Level of Qualification: Level 9 - Masters Degree
Institution: Deakin University
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Bachelor of Engineering (Electrical) (1990)
Level of Qualification: Level 7 - Bachelor Degree
Institution: University of Melbourne (UOM)
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
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Initial consultation fee is $440 if held in your home, or $330 if you come to our Greensborough office. After the initial consultation, we can confirm what the best next step is. This may be a Strategy Paper (standard fee of $1,100) or detailed advice. Our standard detailed advice fee is $3,300 (but this can vary depending on complexity).
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I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Robert
56-65 years old"Susan was so pleasant to deal with, she is full of knowledge and her delivery to explain and review the requirements are professional and concise, we recommend her highly. "
12 Apr 2021Customer opinions
Joanne
56-65 years old"Really happy with Susan’s advice Cleared up a few things of concern for myself in regards to my father’s Financial affairs. "
08 Feb 2021Customer opinions
Antonio
46-55 years old"Susan was very thorough with mums financial situation.I will recommend Susan to other family members."
05 Jan 2021Customer opinions
Kerry
46-55 years old"Susan assisted my brother and I with our mum's financial matters. Mum is in aged care and we were unsure whether to sell or rent the family home. Susan clearly explained our options with easy to follow documentation. Susan was at all times friendly, compassionate and professional. We will definitely be seeking Susan's assistance once we sell the property for investment advice. I feel very confident that the advice provided was tailored to our individual needs."
05 Nov 2020Customer opinions
Sandra
56-65 years old"I have had an extremely good experience with Susan helping me with my finance. I am confident l have placed my funds in the best situation with her ideas. Susan listened very well to what my goals were and suggested great advice. I have implemented these ideas .l always felt comfortable asking questions along the way and see what she thought."
15 Oct 2020Customer opinions
Gary
56-65 years old"Susan has given me advice regarding the investment of funds to provide for my sisters ongoing care. Susan was able to advise on available government inheritance structures that were available in my sisters situation to maximise her income and maintain flexibility in investments should my sisters health or situation changed. Susan's knowledge and experience is substantial and I feel very confident in the advice given and that it is right for my sisters needs. Susan is always very responsive when I need attention and she proactively pursues actions (mine and others) to ensure completion. Susan always explains options and recommendations in a clear way."
30 Aug 2020Customer opinions
Debra
56-65 years old"Susan listened to what we were interested in finding out for retirement and came back with clear information and advice on how best to manage the next 14 months of employment. I feel very confident that her advice will work well for us and was impressed at her attention to our wishes, and her clear information provided."
06 Aug 2020Customer opinions
Leon
65+ years old"Susan has helped my family resolve complex financial matters over a number of years, and helped us manage a significant level of investments during that time. Her approach is extremely easy to understand and flexible to our needs. We never felt like we were pushed into a direction that made us feel uneasy, and the results to date are evidence of that. She has provided support above and beyond the official consultations with her, and is always responsive. I would certainly use her services again and of course would recommend her to anyone seeking finance guidance. "
08 Jul 2020Customer opinions
Sharon
46-55 years old"Susan has been fantastic helping me sort out my mum's finances going into aged care. I would highly recommend her."
11 Jun 2020Customer opinions
Helen
46-55 years old"Not knowing at all the Process of Aged care when my father needed to be placed into a nursing home and how this would effect his Pension , was like a mind field. Susans advice and the clear plan of different scenarios made the clear path for understanding how we can help dad keep his Pension while been looked after in aged care. Thank you Susan."
21 May 2020Customer opinions
Leo and Helen
46-55 years old"Susan provided clear and concise options to a very complex situation relating to my Fathers age care placing and Finacial prospects. Highly recommended. "
08 Apr 2020Customer opinions
Kevin
56-65 years old"Susan provided advice for my mother and mother inlaw when moving into aged care.Some of this advice was very complex in nature involving property sales,cash flow and care facilities, all the advice given worked out as per the advice provided.Susan also provided liaison with the third parties involved in many of these transactions and that was invaluable."
04 Mar 2020Customer opinions
Michael
65+ years old"I was impressed with Susan’s business approach and wide knowledge together with age care and finance advice. Susan was able to clearly explain my current lifestyle and finance requirements Based on what I had available on the day and able to assure me where I would achieve best results for my future age care and income requirements. I would highly recommend Susan to anyone seeking financial advice for their lifestyle and age care requirements. Michael 3079 "
16 Jan 2020Customer opinions
Magda
65+ years old"My son and I found Susan very helpful and reassuring at a difficult time re mum moving into aged care and dealing with her financial matters. She was endlessly patient and happy to repeat and go over information when I had difficulty grasping it. Her strategy was clear and the written advice was very helpful as I could go over it at my leisure. I feel comfortable that Susan has helped me manage my mothers affairs as well as possible.I will continue to receive financial advice from her and I have recommended her to other members of my family."
10 Dec 2019Customer opinions
Catherine
56-65 years old"As this was a very scary venture that we were entering into to cater for our Mothers future and needs, Susan confidently and efficiently guided us through the process, giving us confidence of future management of any aspects that may need to be attended to."
07 Dec 2019Customer opinions
Paul
65+ years old"Being a complete novice to the issues under consideration I am impressed by Susan's knowledge and her ability to convey complex details in a very clear way. The issues related to Aged care for my wife and the financial stability in relation to that and to my ongoing financial needs. I am impressed by her pleasant professionalism. "
13 Nov 2019Customer opinions
Robyn
56-65 years old"I was recommended to Susan for advice on navigating the costs and financial implications of moving into aged care. She examined and gave advice on the financial options and investments that would be most appropriate for my mother’s individual requirements and she was prepared to meet on several occasions to address any concerns or lack of understanding I had in relation to her financial advice. I was impressed with Susan’s documentation, attention to detail and her understanding of financial products. "
30 Oct 2019Customer opinions
jill
56-65 years old"l found Susan very knowledgeable in all her advice to help me with my move to aged care with my finances etc. She gave me good advice my family were impressed in her knowledge. "
26 Oct 2019Customer opinions
Vicki
56-65 years old"Susan walked us through the process of setting up our Mother's finances after the selling of her home and move into residential care. We found her to be extremely patient with us and our endless questions. It was a stressful time for us and we felt extremely fortunate to have Susan to guide us through as her knowledge was second to none and her advice excellent. Thanks Susan!"
24 Sep 2019Customer opinions
Peter
56-65 years old"Susan was thorough and obviously had the required knowledge to advise on aged care matters for my mother. I received undivided attention from Susan even though the matter may have been a simple and straight forward one for her. She made me feel comfortable with her manner, interest and straight forward advice. I would have no hesitation in recommending her to others."
23 Sep 2019Customer opinions
Rod
56-65 years old"Susan was able to guide us with her knowledge on all aspects of aged care costs and options. Wonderful research undertaken by Susan and total focus on our situation. Very clear and detailed reports provided to us. Our family now have a set plan to implement with confidence. A very professional service provided by Susan."
14 Jul 2019Customer opinions
Peter
56-65 years old"Susan assisted our family with the transition of our parent's from their family home into an aged care facility. This transition required a number of changes to their financial structure. Susan prepared, managed and implemented a number of financial recommendations. Susan was always confident, responsive and knowledgable in her recommendations and conduct. I doubt we could have found a better financial planner to assist us through this process."
05 Jul 2019Customer opinions
Lorna and Frank
65+ years old"Thank you Susan, you have taken a great load off our mind, you have done a great job. thank you very much."
05 Jul 2019Customer opinions
Leoni
56-65 years old"My family consulted with Susan when our father entered aged care and we needed an expert to take a look at his situation and what he could afford relative to the charges and fees being asked. Sue was very accommodating by coming to the house, as travel was not an option. She was focused and quickly understood our father’s circumstances. Clearly Sue understands all aspects of aged care finances. She was able to offer us excellent advice on the spot and documented it for us soon afterwards. I would highly recommend Sue to any family or individual seeking clarity in Aged Care financial advice."
23 Apr 2019Customer opinions
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