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Jenny, 65+ years, Golden Square, VIC
"Susan is friendly and professional. The service she provided helped us more confidently navigate the complexities of the aged care system and related financial issues to make the best decisions we could for a much loved aunt. It was much appreciated."
- Government Assistance
- Superannuation
- Shares & Investments
- Aged Care
Jennifer, 65+ years, Doreen, VIC
"I cannot recommend Susan highly enough. Susan is extremely efficient, empathetic and knowledgeable. Her expertise across all areas of financial services was evident throughout our discussions and meetings. Susan kept me advised and 'in the loop' at all times. She allayed any fears I had, and I felt relieved and confident that decisions made were appropriate in relation to my financial circumstances and future needs. A big thank you also to Sonia and Wayne."
- Superannuation
- Retirement & Pension
- Aged Care
Lois, 65+ years, Yallambie, VIC
"I sort advice from Susan and Wayne as a lead up to my husband entering into an Aged Care facility. Susan took into account our financial situation and what I was hoping to achieve over the next 12 months. I was very surprised and pleased with Agewise's Statement of Account. It was so very thorough and enabled me to select the appropriate Care Facility for my husband and still continue my lifestyle. I have also signed to continue Agewise's overseeing of my finances and feel I'm in good hands."
- Retirement & Pension
- Self Managed SuperFunds
- Aged Care
- Budgeting
Review history
Lois, 65+ years, Yallambie, VIC
"There is no doubt about Susan's complete knowledge of Aged Care which is why I was meeting with her. To many of us it is a very confusing subject but Susan was able to explain clearly the technicalities whilst also putting up options as comparisons. Susan's confirmation of our meeting with all the necessary information was accurate and efficient and any queries I had she has replied to straight away."
Jan, 56 - 65 years, Greensborough, VIC
"Susan Cooper was extremely knowledgeable and well prepared on all aspects of helping me transition towards retirement through the management and most effective form of superannuation to suit my situation. Thanks to her careful planning, it will allow me to manage my budget and unforeseen circumstances more confidently. Wayne Hackett from the same company was also highly responsive and helpful when I required clarification or assistance with different aspects of the process. I would recommend this company to anyone approaching retirement or needing to reassess the best use of their superannuation."
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Budgeting
Bruce, 65+ years, Greensborough, VIC
"We was very satisfied with Susan's professionalism. Her frequent communications gave progressive updates, keeping us well informed all the way."
- Superannuation
- Retirement & Pension
Rose, 56 - 65 years, Bendigo, VIC
"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."
- Government Assistance
- Superannuation
- Retirement & Pension
- Aged Care
- Cashflow & Income
Review history
Rose, 56 - 65 years, Bendigo, VIC
"Susan has a professional engaging and empathetic manner that, both puts you at ease and inspires confidence."
Faye, 65+ years, Doncaster East, VIC
"Susan was knowledgeable, efficient and direct. Teamed with solid backup from Wayne, Susan is highly recommended."
- Superannuation
- Shares & Investments
Robert, 65+ years, Eltham, VIC
"Susan was very good at her profession and gave us great advice for transitioning into age care for my wife Marion. Thank you Susan."
- Retirement & Pension
- Aged Care
- Cashflow & Income
- Tax Strategies
- Growing Assets
Mathew, 46 - 55 years, Eltham North, VIC
"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."
- Government Assistance
- Superannuation
- Retirement & Pension
- Aged Care
Trevor, 65+ years, Diamond Creek, VIC
"Susan is very easy to work with and has comprehensive knowledge."
- Government Assistance
- Superannuation
- Retirement & Pension
- Aged Care
Pamela, 65+ years, Eden Park, VIC
"We recently decided to switch financial advisers and we are so pleased that we chose AgeWise Financial Planning. From our first meeting, we immediately felt at ease and confident we were in good hands with Susan and Wayne. The ongoing management and support with our finances is excellent - we couldn’t be happier!"
- Superannuation
- Retirement & Pension
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Aged Care
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting