At AgeWise Financial Planning, we understand that moving into aged care or a retirement village can be a challenging and emotional experience. That’s why we’re here to help you navigate through the complexities and take away the stress of financial decision-making.

Your choices during this critical time can significantly impact your social security payments, investments, and long-term financial well-being. If you’re assisting a family member, we recognise the added responsibility of making the best decisions on their behalf, while considering different family members’ opinions.

Retirement villages offer an attractive lifestyle, but the financial implications can be significant and confusing with various contract options available. Don’t worry; we are here to guide you through the process and help you make informed choices.

We are experts in retirement financial advice, aged care financial advice, and retirement village financial advice. No matter your needs, we’ve got you covered.

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.

How We Can Assist You:

• • We’ll thoroughly understand your unique situation and present you with clear options and their implications.
  • Our objective 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.

When you work with us, you’ll not only receive expert advice but also a seamless implementation of our recommendations.

Take the first step towards a worry-free retirement. Schedule an initial consultation with us today! Click here to book your appointment: