Planwise Australia is a specialist financial and lifestyle planning service for older adults and the families who support them. It helps people make sense of the interconnected decisions involved in ageing well, bringing purpose, health, living arrangements and finances together in a personalised plan. Its independent advisors support clients to consider options ranging from staying at home and arranging home care to retirement living or residential aged care, with recommendations guided by clients’ best interests.

Planwise provides financial planning directly, alongside practical guidance on wellbeing, lifestyle, care and future support. For legal matters, it connects clients with trusted independent professionals. Its team draws on experience across financial services, healthcare, rehabilitation, nursing, care coordination and psychology. The approach spans understanding a person’s priorities, creating a clear plan, connecting them with relevant people and services, and helping them navigate changes over time.

Support is available through pay-as-you-go hourly consultations or a 12-month membership for ongoing assistance.