AgeWise Financial Planning

AgeWise Financial Planning AgeWise Financial Planning provides expert advice for those retiring soon, retirement living and aged care solutions.

It’s been just over a week since the Federal Budget was handed down, and there has certainly been no shortage of discuss...
21/05/2026

It’s been just over a week since the Federal Budget was handed down, and there has certainly been no shortage of discussion around what it means.

From tax changes to investment implications, this year’s budget reaches further into the finances of many Australians than usual, particularly investors, property owners, and those with more complex financial structures.

What’s important to remember is that while headlines highlight the big announcements, the real impact depends entirely on your personal circumstances.

If you’re unsure how these changes might affect your strategy or long-term goals, now is a great time to have that conversation.

What’s been your biggest question from this year’s budget so far?

See our latest article for more details...

https://agewisefp.com.au/index.php/2026/05/21/2026-27-federal-budget/

Susan and Sonia attended this event to keep up to date with the latest improvements and changes in our industry. The MP ...
05/05/2026

Susan and Sonia attended this event to keep up to date with the latest improvements and changes in our industry.

The MP for Financial Services was among the speakers as well as legendary freestyle ski champion Jacqui Cooper.

Then to top it all off Sonia won the prize of the day 🙌

“How can I make my investments simpler, more manageable, and reassuring for the people I love?”For many, the answer is s...
26/04/2026

“How can I make my investments simpler, more manageable, and reassuring for the people I love?”

For many, the answer is seeking professional guidance, just like our client below.

Thoughtful planning isn’t just about money. It’s about making life easier, not harder, for those who matter most 💙

Happening in Melbourne this weekend...for more details see below ⬇️
17/03/2026

Happening in Melbourne this weekend...for more details see below ⬇️

🌟 Celebrating Excellence at AgeWise! 🌟We’re thrilled to announce that Susan has been named a finalist for Financial Plan...
11/03/2026

🌟 Celebrating Excellence at AgeWise! 🌟

We’re thrilled to announce that Susan has been named a finalist for Financial Planner of the Year (VIC) in the Women in Wealth Awards! 🎉

This recognition highlights Susan’s dedication, expertise, and the passion she brings to supporting our clients and our team. She truly reflects the values that drive AgeWise Financial Planning.

Susan is also committed to supporting other women in wealth, mentoring and partnering with colleagues including Sonia, who is soon to become a fully accredited financial adviser.

Please join us in congratulating Susan on this outstanding achievement! 👏

🌟 We’re Expanding! 🌟Do you know someone who’d love to join a friendly, growing financial planning team?We’re looking for...
10/03/2026

🌟 We’re Expanding! 🌟

Do you know someone who’d love to join a friendly, growing financial planning team?

We’re looking for a Part-Time Financial Planning Assistant to join us at AgeWise Financial Planning in Greensborough, Vic.

📅 2 days per week to start
⬆️ Hours to grow over time
📄 Position Description:


If you or someone you know might be a great fit, we’d love to hear from you!
📧 [email protected]

🌟 Ready to enjoy the retirement you’ve worked so hard for?Shifting from “saving mode” to “living mode” can feel strange,...
17/02/2026

🌟 Ready to enjoy the retirement you’ve worked so hard for?
Shifting from “saving mode” to “living mode” can feel strange, but it doesn’t have to be scary.
Check out our new article *“From Saver to Spender – How to Transition to Retirement Thinking”* and learn how to make this next chapter feel confident, intentional and fun!
👉 *Read more: https://bit.ly/4bWI8ln

Address

Level 1, 103 Grimshaw Street
Greensborough, VIC
3088

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 1pm

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