Retiring: 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 set yourself up correctly and comfortably for this next stage in life.

Retirement / Lifestyle villages: Retirement and Lifestyle villages offer an attractive lifestyle, but the financial implications can be significant and confusing with various contract options available.  There often 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.

That’s why we’re here to help you navigate through the 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. 

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. 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 and so can assist not-so-local clients too, including interstate.

How we can assist you:

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

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, retirement living move or aged care move. Book an initial consultation with us today!   Click here to book an appointment