Susan Cooper

Agewise Financial Planning

Platinum
11 Yrs Experience
Greensborough, VIC 3088
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.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

Initial consultation fee is $750 if held in your home, or $550 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 $1,500) or detailed advice. Our standard detailed advice fee is $3,500 (but this can vary depending on complexity).

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 30
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Agewise Financial Planning

Level 1, 103 Grimshaw St
Greensborough, VIC 3088

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.80
30 Reviews
5
4
3
2
1
4.65
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 30

Sort by

5.00

"Susan provided advice to assist my transition to aged care. She presented clear strategies and direction regarding transitioning from home owner to aged care resident . She provided sound advice regarding distributing the proceeds of the house sale into superannuation and other investments to ensure tax was reduced and the government pension was maximized."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sue has helped me in so many areas. For example discussing how I could invest to my best advantage, but understanding I am a wary investor. Also Sue has been able to set my mind at rest when, often, I have had issues, eg: Centrelink, that I was concerned about. She was always very patient with me and I value her knowledge and experience. I have already recommended her to a friend and would have no hesitation in doing so again."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Susan gave me very clear advice regarding my mother’s financial situation in the aged care facility. Her recommendations were sound and allow the family to consider all options in our mothers welfare."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Susan has given me advice in areas of Aged Care. Susan was able to explain things to me in a clear way. Through Susan's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Susan's full care and attention when I needed it."

  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Susan has a professional, clear and caring manner. With her advice, I now feel much more confident in my decision making around funding aged care for my father. She was able to answer my questions and she listened to my goals and responded appropriately."

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Susan has given me advice in the area of aged care. Susan was able to explain things in a very clear way. Through Susan’s knowledge and experience, I feel very confident that the advice was right for my needs. I always received Susan’s full care and attention when I needed it. Susan is friendly, helpful and approachable and I would highly recommend her."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Really happy with Susan’s advice Cleared up a few things of concern for myself in regards to my father’s Financial affairs."

  • Aged Care
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Susan was very thorough with mums financial situation.I will recommend Susan to other family members."

  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Engineering (Electrical Engineering)

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1990

Master of Business Administration

Level
9 - Masters Degree
Institution
Deakin University
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Susan's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Susan able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Susan's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Susan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Susan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Susan provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Susan may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Susan Cooper
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens

Contact details