"We had an excellent experience with Susan and her team during an emotional and complex time for our family. They were caring, patient and understanding while helping us navigate our parents’ finances and transition into nursing home care. We’re grateful for their professionalism and support and would recommend their services."

"When an independent investor faces a situation where death is a relatively short-term prospect, rather than a long-term inevitability, it is very helpful to have someone like Susan to discuss how and where the money goes to ensure the best outcomes for dependents and beneficiaries. Dismantling investments made over a lifetime is a complex task. Important not to leave a mess for the family to sort out! Susan understands this and achieves a nice balance between sympathy and practicality."

"I met with Susan and she answered all my questions. She was a pleasure to deal with."

"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."

"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."

"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."

"We was very satisfied with Susan's professionalism. Her frequent communications gave progressive updates, keeping us well informed all the way."

"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."

"Susan was knowledgeable, efficient and direct. Teamed with solid backup from Wayne, Susan is highly recommended."