Sonia Amsing
Agewise Financial Planning
I am passionate about helping you navigate difficult and often emotional financial decisions with confidence. I provide clear, practical advice that help you understand your options and make informed decisions about your future.
With more than 20 years of experience in the banking and finance industry, including senior roles as Project Manager and Operations Manager, I bring strong analytical, strategic and problem-solving skills to my advice.
In addition to my corporate experience, I continue to contribute to the financial management of my family business, providing valuable real-world financial experience.
I hold a Master of Business Administration (MBA), a Graduate Diploma of Financial Planning and an Associate Diploma in Banking and Finance. I have successfully completed the ASIC Financial Adviser Exam and am recognised as an accredited Retirement Living + Aged Care Specialist®.
I joined AgeWise Financial Planning in 2023 and have been working since then to help support the needs of new and ongoing clients. I am committed to help you and your family make informed decisions during some of life's most significant transitions.
Expertise
My fees
We like to have a detailed initial consultation with our clients, usually 60-90 minutes, where we not only get to know you but get to understand your situation, answer your questions and talk through your options and major implications. Our initial fee is $750 with further detailed advice options available for a fixed fee as well as an ongoing service if needed.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 2
- Years of experience 1
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Highest qualification
- Master of Business Administration
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Language spoken
- English
Agewise Financial Planning
Level 1, 103 Grimshaw StGreensborough, VIC 3088
Opening hours
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
