"Susan is very easy to work with and has comprehensive knowledge."

"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!"

"Susan ability to communicate precisely and succinctly via email and text ensured I always had a clear understanding of the advice she was giving me and what was required of me to assist her in managing mum's assets. Her knowledge of how best to maximise Government Assistance along with the most appropriate means of managing mum's assets while she was in aged care was exemplary and ensured the beneficiaries of mum's estate received the maximum from her assets managed by Susan."

"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."

"It was a pleasure to meet with Susan via Zoom and have her prepare a detailed report regarding my mother's aged care needs. I highly recommend Susan if you require assistance in navigating the complexities around the aged care space. Thank you!"

"Susan has all the knowledge and understanding of age care finances we needed to make the right choices and move forward."

"Susan and Wayne have been a much valued, personable and professional team, who have guided us through a minefield of aged care financial advice and strategies in order to get the best outcome for our family. Their presentations show a great deal of forethought and effort and have been invaluable. We would recommend them to anyone."

"Great communication, Susan was flexible regarding contact and adapting the plan to suit my father’s changing situation."

"We were recommended to see Susan when our parents were needing to go from a retirement village to permanent aged care.

Our initial appointment was via zoom which suited my elderly parents as they could be in the comfort of their own home.

At the initial appointment Susan clearly explained the not so simple process of entering aged care and the different options available depending on your financial situation.

As Susan seemed so knowledgeable in this field, we then went ahead with a further appointment where Susan had prepared a very detailed strategy paper.

Susan was always very contactable and happy to assist with the many questions we had, she did a wonderful job negotiating on our behalf.

My mother is now settling into her chosen aged care facility which may not have been possible without the advice we had received from Susan.

I would definitely recommend Agewise Financial Planning."