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Client Stories
Every person's situation is different, but many of the questions they face are similar.
These stories show how Planwise has supported older Australians and their families through different stages of later life. Names and identifying details have been changed to protect our clients' privacy.
How We've Helped
Every person's journey is different. Whether you're planning ahead, supporting a parent or exploring care options, these stories show how Planwise has helped people understand their options and plan their next steps.
Stories By Situation
Browse stories based on situations similar to your own.
Planning Ahead
From Overwhelmed to Organised: Peter's Story
After relocating from a regional area in Victoria to the city, Peter was faced with the challenge of selling both his unit and his car. With no prior experience in selling property or vehicles, the pr
Home & Care Decisions
Helping Barbara and David Make Care Decisions
Barbara, an active and independent 72-year-old, lives in the family home with her husband David, her partner of 48 years. Recently, David's health has declined, and he now requires a high level of car
Supporting A Parent
Anastasia's Race to Coordinate Care for Levi
At 83 years old, Levi was living a full and independent life with the loving support of his daughter, Anastasia. He remained at home, managing most daily activities on his own, both inside and outside
Supporting A Parent
Supporting Anthony as He Cares for His Mother
Anthony has always enjoyed a good sandwich, but lately, being part of the "sandwich generation" has made the term hit closer to home. Balancing full-time work, co-parenting two busy teenagers, and car
Finding Purpose
Theresa's Search for New Purpose in Retirement
Theresa had raised three children with her partner and worked full-time for nearly 30 years in their small business. The idea of more time, travel, and a slower pace was deeply appealing as she approa
Planning Ahead
Yvonne's Downsizing and Relocation Journey
Yvonne, an independent older adult, reached out to Planwise after deciding it was time to downsize. She no longer needed a large home and was keen to move closer to public transport for easier access
Your Story Could Be Next
Whether you're planning ahead or supporting someone close to you, we're here to help you understand your options and identify the support that's right for you.