Susan Cooper

Agewise Financial Planning

Platinum
13 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 she is 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 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).

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 60
  • First year providing advice 2011
  • Years of experience 13
  • 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 Securities

AFSL 246638