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.
Initial consultation fee is $750 if held in your home, or $550 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 (standard fee of $1,650) or detailed advice. Our standard detailed advice fee is $3,850 (but this can vary depending on complexity).
We were very happy with Susan's advice and Wayne's assistance in organising our mother's financial affairs for aged care. They were both knowledgeable, understanding and compassionate at an emotional time. We felt reassured in their thorough and professional approach and that they were acting in our mother's best interests. Thank you, Susan and Wayne. - Suzanne
Right from the start I was given good and easy information that helped me, and this continued on at all times. I am using her services into the future to help me with anything that may pop up. To me, this is a no-brainer. Thank you Susan.
I found Susan to be easy to talk to, she was very patient, and clearly answered all my questions. She came up with a plan that fitted comfortably with me, and made good sense. I am happy to continue my association with her and Wayne.
I've found Susan to be very knowledgeable and helpful. She is certainly very approachable and patient, which are great traits when dealing with people who don't really know what they're talking about!
Susan and her assistant Sonia we welcoming and pleasant and put us at ease quickly. We were looking for financial advice for pensioners with one parent heading into aged care. Susan knew all there was to know and was very clear in her explanation of things. Would thoroughly recommend.
- Adviser status Platinum
- Number of reviews 53
- First year providing advice 2011
- Years of experience 12
- Master of Business Administration
Agewise Financial PlanningLevel 1, 103 Grimshaw St
Greensborough, VIC 3088
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call