AgeWise Financial Planning

💙 Cheers to all the Dads, Pops, Grandpas, and father figures today! 💙

Father's Day is a chance to celebrate the people who guide, support, encourage, and inspire those around them.

We're lucky to have our very own Wayne at AgeWise Financial Planning, bringing humour, balance, and plenty of good laughs to the office.

To every father and father figure in our community, thank you for everything you do. Your support and influence make a lasting difference.

Have a fantastic Father's Day!

Have you ever wondered why some retirees spend more in their early years and less later on?

Retirement isn't a single chapter. It's a journey that unfolds through distinct phases, each bringing different opportunities, challenges, and financial needs.

A successful retirement plan doesn't just focus on how much money you have. It considers when you'll need it and how your lifestyle may change over time.

Understanding the four phases of retirement spending could be one of the most important steps in creating a retirement that lasts. Read more https://agewisefp.com.au/the-four-stages-of-retirement-spending-planning-for-change/

Need a break from 24/7 care giving? Save $900 with this special Respite care offer available now until the end of August at Estia Wattle Glen.

Enquire Now – Limited Time Offer 63-Day Respite Subsidy Reset

🎉 A Proud Milestone! 🎉

Please join us in congratulating Sonia Amsing on becoming a fully qualified and authorised Financial Adviser.

This achievement reflects several years of dedication, hard work, ongoing education, and a genuine commitment to helping clients make informed financial decisions with confidence.

We are incredibly proud of Sonia and look forward to seeing the positive impact she will continue to make in the lives of our clients and the broader community.

Congratulations, Sonia, on this well-deserved accomplishment! 👏

💰 Don't let inflation derail your retirement plans!

Rising costs are eroding purchasing power and reducing savings.

Revisit your retirement projections now and explore strategies to protect your future.

📖 Read more: https://agewisefp.com.au/what-the-cost-of-living-inflationary-crunch-may-mean-for-your-retirement/

✨ Happy 1st of July and welcome to a brand new financial year! ✨

June was a super busy month for us, focused on helping as many clients as possible before wrapping up the year. Here’s just a small snippet of the work behind the scenes 👇

We’re excited for what the new year ahead will bring and look forward to continuing to support you every step of the way.

Join us in welcoming Frances to the AgeWise Financial Planning team!

We’re excited to be growing again as the demand for quality financial advice continues to increase. Frances joined us in April and has already made a fantastic impact, connecting with our clients and contributing to the team from day one.

We’re thrilled to have her on board and look forward to what’s ahead. Please join us in giving her a warm welcome! 👏

Don’t leave pension money on the table – what every retiree needs to know.

See more details below ⬇, on our resources page of our new updated website 😊

https://agewisefp.com.au/index.php/resources/

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 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 🙌