Susan Cooper

Agewise Financial Planning

Platinum

14 Yrs Experience

Greensborough, VIC 3088

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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 an Advanced Diploma of Financial Services (Financial Planning) and Certified Financial Planner (CFP®). Susan also holds a Bachelor of Engineering degree and a Masters in Business Administration.

Government Assistance
Superannuation
Retirement & Pension
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Initial consultation fee is $880 if held in your home, or $660 if you come to our Greensborough office or we meet by Zoom or phone. After the initial consultation, we can confirm what the best next step is. This may be a Strategy Paper (from $1,980) or detailed advice (from $4,400, including implementation assistance).

5.00 June 2025

We was very satisfied with Susan's professionalism. Her frequent communications gave progressive updates, keeping us well informed all the way.

5.00 June 2025

Susan combines her knowledge experience with warmth, genuine interest in our situation to deliver a very professional service. Her advice was perfectly suited to requirements and the results are exactly as per the recommendation.

4.25 June 2025

Susan was knowledgeable, efficient and direct. Teamed with solid backup from Wayne, Susan is highly recommended.

5.00 May 2025

Susan was very good at her profession and gave us great advice for transitioning into age care for my wife Marion. Thank you Susan.

5.00 May 2025

I would not hesitate to recommend Susan to family and friends. Susan and her team always provided timely advice regarding the finances of my elderly mother who was transitioning to aged care. I was so confident in their advice that we retained Susan and her team for a number of years until my mother passed.

Adviser status Platinum
Rating 4.91
Number of reviews 68
First year providing advice 2011
Years of experience 14
Highest qualification
- Master of Business Administration (Technology Management)
Language spoken
- English