{"id":29,"date":"2018-11-14T00:54:13","date_gmt":"2018-11-14T00:54:13","guid":{"rendered":"http:\/\/agewisefp.com.au\/?page_id=29"},"modified":"2026-03-26T21:17:24","modified_gmt":"2026-03-26T21:17:24","slug":"blog","status":"publish","type":"page","link":"https:\/\/agewisefp.com.au\/index.php\/a-homepage-section\/blog\/","title":{"rendered":"NOT USED FAQs"},"content":{"rendered":"\n<p class=\"has-large-font-size\"><strong>Frequently asked questions<\/strong><\/p>\n\n\n\n<p><strong>What types of clients do you typically work with?<\/strong><\/p>\n\n\n\n<p>Clients who are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>approaching retirement,<\/li>\n\n\n\n<li>already retired,<\/li>\n\n\n\n<li>downsizing,<\/li>\n\n\n\n<li>partner passes away,<\/li>\n\n\n\n<li>receiving an inheritance,<\/li>\n\n\n\n<li>moving into a lifestyle\/retirement village and\/or<\/li>\n\n\n\n<li>are a Power of Attorney navigating a family member transitioning into residential aged care.<\/li>\n<\/ul>\n\n\n\n<p>Many of our clients are seeking clarity around their financial future, peace of mind, and ongoing professional support.&nbsp; With aged care moves, we often work with adult children or Powers of Attorney helping to manage the affairs of older clients.<\/p>\n\n\n\n\n\n\n\n<p><strong>What type of clients aren\u2019t you suitable for?<\/strong><\/p>\n\n\n\n<p>We may not be the right fit if you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Are not retired or within 5 years of retiring<\/li>\n\n\n\n<li>Are looking for a free service (you get what you pay for\u2026)<\/li>\n\n\n\n<li>Prefer a highly speculative or short-term investment approach<\/li>\n\n\n\n<li>Are looking for personal insurance advice<\/li>\n\n\n\n<li>Are seeking Self-Managed Super Fund (SMSF) advice (though this is a specialty area we will be adding to our repertoire soon!)<\/li>\n<\/ul>\n\n\n\n<p>If we\u2019re not the right fit, we\u2019re always happy to point you in the direction of someone who may be better suited to your needs.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Do you work with younger clients?<\/strong><\/p>\n\n\n\n<p>Not usually, unless they are helping an older friend or relative navigate retirement or aged care.&nbsp; Our core focus is on pre-retirement, retirement, retirement village and aged care advice.<\/p>\n\n\n\n<p>For example, younger clients often require personal insurance advice, and this is not an area we specialise in.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>What services do you offer?<\/strong><\/p>\n\n\n\n<p>We provide comprehensive financial advice tailored to your situation, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Retirement planning<\/li>\n\n\n\n<li>Superannuation strategies<\/li>\n\n\n\n<li>Investment advice<\/li>\n\n\n\n<li>Aged care advice<\/li>\n\n\n\n<li>Cashflow and lifestyle planning<\/li>\n\n\n\n<li>Centrelink and social security guidance<\/li>\n<\/ul>\n\n\n\n<p>We offer both <strong>ongoing advice relationships<\/strong> and <strong>one-off advice engagements<\/strong>, depending on your needs.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Do you offer ongoing services?<\/strong><\/p>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>Some clients choose to work with us on an ongoing basis for regular reviews, strategy updates, and peace of mind.<\/p>\n\n\n\n<p>We\u2019ll recommend this for most clients where we have prepared and implemented detailed advice, including investment advice.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>How much does financial advice cost?<\/strong><\/p>\n\n\n\n<p>This varies depending on the complexity of your situation and the scope of work required.<\/p>\n\n\n\n<p>We provide a clear, upfront fee proposal after the initial consultation before any further work begins, so you know exactly what to expect. We do not proceed without your agreement.&nbsp; You can see the steps in our advice process and our fee range for each stage in our \u201cHow we work\u201d page.<\/p>\n\n\n\n<p>Our initial consultation fee is $750, or $950 if you need us to visit you.&nbsp; Most clients proceed with at least two stages, but there is no obligation to proceed beyond the initial consultation.<\/p>\n\n\n\n<p>If you need or would like further assistance, the next stage would be either a Summary Report from $660, a Strategy Paper (including a second meeting) from $1,950 and\/or a detailed Statement of Advice (including implementation assistance) from $5,500.&nbsp;<\/p>\n\n\n\n<p>Once we understand your situation and your needs after the initial consultation, we will provide you with a fixed price quote for further assistance.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Do you charge for the initial consultation?<\/strong><\/p>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>Our initial consultation fee is $750 in our Greensborough office (which has stairs and no lift) or if you would like to meet via Zoom or by phone.&nbsp; If you would like us to visit you (within 15km), our consultation fee is $950.<\/p>\n\n\n\n<p>This cost ensures that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You receive meaningful, thoughtful, tailored insights &#8211; not just a general 15 minute conversation<\/li>\n\n\n\n<li>We can dedicate the time to properly understand your situation and discuss rough pension and aged care calculations, for example.<\/li>\n\n\n\n<li>You walk away with value, regardless of whether you proceed any further<\/li>\n<\/ul>\n\n\n\n<p>We find this leads to more productive and valuable first meetings for both you and us.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>What happens in the initial consultation?<\/strong><\/p>\n\n\n\n<p>In your first meeting, we will:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Understand your goals and current financial position<\/li>\n\n\n\n<li>Answer your questions and concerns.<\/li>\n\n\n\n<li>Identify key issues and opportunities<\/li>\n\n\n\n<li>Explain how we can help further<\/li>\n\n\n\n<li>Outline the next steps and provide an indicative cost, which we will also confirm by email after the meeting.<\/li>\n<\/ul>\n\n\n\n<p>There is no obligation to proceed beyond this meeting.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>How do I book an appointment?<\/strong><\/p>\n\n\n\n<p>Booking an appointment is easy.<\/p>\n\n\n\n<p>You can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Book immediately by clicking here: <a href=\"https:\/\/calendly.com\/agewise\">BOOK APPOINTMENT<\/a><\/li>\n\n\n\n<li>Call our office on Ph. 0408 537 061<\/li>\n\n\n\n<li>Email us to request a time at <a href=\"mailto:info@agewisefp.com.au\">info@agewisefp.com.au<\/a><\/li>\n<\/ul>\n\n\n\n<p>We\u2019ll work with you to find a suitable time for your initial consultation.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Do you offer appointments outside the office or at home?<\/strong><\/p>\n\n\n\n<p>Yes, we can accommodate different meeting preferences, however, we limit our travel to a 15km radius from Greensborough.<\/p>\n\n\n\n<p>Appointments are typically held in our Greensborough office, however we can also:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Arrange virtual meetings (via phone or video\/Zoom)<\/li>\n\n\n\n<li>In some cases, visit you at your home if required (an additional charge applies for the first such visit at least)<\/li>\n<\/ul>\n\n\n\n<p>Please let us know your preference when booking.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Where are you located?<\/strong><\/p>\n\n\n\n<p>We are based in Greensborough in Melbourne\u2019s north-east, and we work with clients both locally and more broadly via virtual meetings.&nbsp; There is a large car park immediately behind our office (opposite Woolworths).<\/p>\n\n\n\n<p>Please note that our office has stairs and no lift.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Why should I choose AgeWise?<\/strong><\/p>\n\n\n\n<p>As a small business, we offer:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A friendly and understanding team<\/li>\n\n\n\n<li>Retirement and Aged Care Specialists<\/li>\n\n\n\n<li>Personalised, thorough, relationship-focused advice<\/li>\n\n\n\n<li>A genuine focus on long-term client outcomes<\/li>\n<\/ul>\n\n\n\n<p>Our goal is to simplify complex decisions and give you confidence in your financial future.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Do you deal with Centrelink for me?<\/strong><\/p>\n\n\n\n<p>No.<\/p>\n\n\n\n<p>We can help you to understand your Centrelink entitlements and means testing, direct you towards the right forms to use and also help you with specific questions on paperwork.&nbsp; However, we don\u2019t take on the role of Centrelink nominee or deal directly with Centrelink for you.<\/p>\n\n\n\n<p>If you do need this detailed help, we would refer you also to a lovely business called <a href=\"http:\/\/www.pensionersolutions.com.au\">Pensioner Solutions<\/a> that we often work very closely with.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Frequently asked questions What types of clients do you typically work with? Clients who are: Many of our clients are seeking clarity around their financial future, peace of mind, and ongoing professional support.&nbsp; With aged care moves, we often work with adult children or Powers of Attorney helping to manage the affairs of older clients. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":25,"parent":30,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-29","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages\/29","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=29"}],"version-history":[{"count":6,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages\/29\/revisions"}],"predecessor-version":[{"id":1072,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages\/29\/revisions\/1072"}],"up":[{"embeddable":true,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages\/30"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/media\/25"}],"wp:attachment":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=29"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}