Ageing Well Specialists · Australia
Is ageing well starting to feel like a full-time job?
Between the finances, the health decisions, the living arrangements and everything in between; Planwise brings it all into one plan, with one person to call.
At Planwise Australia, we provide personalised financial and lifestyle planning tailored around who you are and what matters to you. We guide you with your purpose, health, living arrangements, finances, and any other practical needs.
- Home care to residential care
- Purpose, health, living, finances
- For individuals and families
- Providing support as things change
What Is Planwise?
Planwise Australia is a specialist financial and lifestyle advisor for older adults. We take complexity and uncertainty out of ageing well.
From staying independent at home to exploring home care, retirement living or residential aged care, we help you consider your options and decide what comes next. We ensure every recommendation is made in your best interests.
Why Choose Planwise?
We combine experience, practical guidance and a personalised approach to help you consider your options and plan with clarity.
Independent
We work for you, not service providers. We do not receive commissions from service providers or any providers in our referral network, so our guidance remains independent.
Financial Planning, Not Just Coordination
Our advisors provide financial planning directly - not just a referral to someone else - alongside guidance on your health, home and purpose.
Experienced
Our team brings experience from finances, heathcare, rehabilitation, nursing, care coordination, financial services, heathcare, rehabilitation, and psychology backgrounds to provide practical guidance for later life planning.
You Have A Need, We Have A Plan
From your first conversation with us, our structured approach helps you understand your options and make informed choices about care, finances, your purpose, living arrangements and future support.
Understand
We listen first. Your needs, your priorities, your version of a good life, not a script.
Plan
One clear, practical plan across all Four Pillars of Ageing Well: what matters, what needs attention, what comes next.
Connect
We find and coordinate the right people and services, so you're not Googling it alone at 11pm.
Navigate
We will stay with you. When something changes, you don't start again from scratch, you just call us.
The 4 Pillars Of Ageing Well
Every decision about later life is interconnected. Our planning framework considers every area that contributes to living well now and into the future.
Purpose
Retired, but not sure what to do with your Tuesdays? We help you identify opportunities that support confidence, wellbeing, and an active lifestyle.
Financial And Legal
Planning ahead includes understanding the financial and legal decisions that may arise over time. Our consultants provide financial planning directly, and connect you with trusted, independent professionals for legal matters.
Mind & Body
What would it take to feel as capable as you did ten years ago? We help you explore services, support, and healthy lifestyle options that align with your needs and goals.
Where & How You Live
Is My Aged Care giving you a headache? We help you understand your home, retirement living and care options, and plan for the future.
Who We Help
There's no single right time to start planning for later life. We provide personalised guidance for people at different stages of later life planning. We assist:
- Older Australians Planning For The FutureWe help you consider your options and build a plan around your priorities, lifestyle and goals
- Families Supporting Ageing ParentsWe provide independent guidance to help you understand options, ask the right questions and plan together
- When Your Needs Or Circumstances ChangeWe help you review your options and identify the next steps that suit your situation
Whether you're planning your own future, supporting ageing parents, or navigating the aged care system, our advice stays independent and puts your goals first.
Membership Options
You can choose the level of support that suits your planning needs. We offer flexible ways to work with us.
Pay As You Go
Best suited for:
Hourly Consultation — come with a specific question or decision. We'll give you a straight answer, in plain English, and a clear next step.
Support:
Ask about rates
Ongoing Support
Best suited for:
12-Month Membership — ongoing access to your Planwise team as things change; because ageing well isn't a once-off conversation.
Support:
Ask about membership
Every relationship starts with a free 15-minute discovery call.
Client Stories
Read how Planwise has supported individuals and families as they plan for the future, understand their options, and make informed choices.
"Administrative tasks are not my strong suit nor is thinking ahead. The Planwise advisors were worth their weight in gold. They developed a very clear plan for me and provided pretty much step by step guidance so that I could sell my car and apartment and relocate happily."
Peter
"I was at a point where I had ideas about what I would like to be able to do in my 70s and 80s but I was not sure if it was realistic financially or practically. The way in which the Planwise Advisors knew what to consider and how to bring all the different factors together made me much less overwhelmed about the future. I'm looking forward to what is next!"
Annabelle
"My siblings and I are scattered across the state and although we are all involved with Mum and Dad, things were becoming confusing and we didn't have a good plan for how best to support them. The plan from Planwise Australia not only gave Mum and Dad clarity and choices, it's meant my siblings and I are now on the same page to be able to support them."
Tim
Frequently Asked Questions
Answers to the questions we're asked most often about how Planwise works and who it's for. If you can't find what you're looking for, get in touch and we're happy to help.
Contact Us
Let Us Help Plan For Your Future
Every stage of later life brings different choices and priorities. Planwise can help you understand your options and create a plan that reflects what matters most to you.
Your plan. Your priorities. Someone in your corner.
Because ageing well isn't about having all the answers. It's about knowing where to turn and having someone you can turn to.
