Specialists in Retirement and Aged Care
Retirement planning
At AgeWise Financial Planning, we understand that the transition to retirement represents a significant change to your finances and lifestyle. While this can be an exciting time, it can also be scary and it is important to ensure firstly that you can afford to retire, then to set yourself up correctly and comfortably for this next stage in life.
Retirement living
We can help you to ensure your investments are structured appropriately for you so you can enjoy your retirement comfortably, secure in the knowledge you are making your hard earned savings work hard to support your retirement needs.
Retirement village moves
Retirement and Lifestyle villages offer an attractive lifestyle, but the financial implications can be significant and confusing, often with various contract options available. There can also be left-over funds from the transition that you may want to invest wisely.
Aged care
Moving yourself or a loved one into aged care can be a challenging and emotional experience, with lots of big financial and lifestyle decisions to be made, some of which can have far reaching consequences. It's important to understand the fees that would apply for your particular situation and your options.
How can we help?
We're here to help you navigate through these complexities and take away the stress of the financial decision-making during these major life transitions. Your choices can significantly impact your social security payments, your investments, and your long-term financial well-being and we are experts in these areas.
Relax. We've got it.
How we can assist you
- We'll make sure we thoroughly understand your unique situation and can analyse your specific options.
- We will present you with clear options and explain their implications for you.
- Our professional advice will help you make the best choices for you or your loved one's financial future.
- Rest assured, we'll simplify your ongoing finances, making them easy to manage and affordable.
- We can help you to fully implement our recommendations.
Take the first step towards a worry-free retirement, retirement living or aged care move.
Initial consultations can be held in our Greensborough office (which has stairs) or via Zoom.
Initial consultation fees are $750 (or $950 if we come to your home).
If you would like to make an appointment, click here:
We are retirement and aged care specialists
At AgeWise Financial Planning, we specialise in retirement financial advice, retirement living financial advice, Retirement village financial advice, Lifestyle village financial advice and aged care financial advice.
Based in Greensborough, we proudly serve clients in the surrounding north-eastern suburbs, including Watsonia, Macleod, Rosanna, Montmorency, Eltham, Lower Plenty, Diamond Creek, Viewbank, Bundoora and more. We also offer Zoom appointments so can assist not-so-local clients too, including interstate.