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Core Value Financial Advice
Provided by
Core Value Financial Advice
Overview
Overwhelmed by all the financial issues of aged care?
Contact us for an appointment to see how we can help - 1300 944 011
We are experts in using clever strategies to reduce aged care fees and increase or obtain Centrelink or DVA payments and associated benefits.
- Is it better to keep or sell the family home?
- Should you pay a refundable accommodation deposit
outright, or instead, pay a daily accommodation payment? - What will be the means tested care fee, and are there
strategies to reduce this fee? - Will you have enough cash flow available to fund
the aged care costs? - Will your savings run out?
We will give you peace of mind.
Offices in Melbourne, Sydney and Gold Coast.
Please call us on 1300 944 011, email us at enquiry@corevalue.com.au or visit our website to find out more.
Shane Lawler is an Authorised Representatives of Core Value FA Pty Ltd ACN 605 604 493 AFSL 480387.
Advisors & Professional Services
- Available in NSW, QLD and VIC
- Financial advisors
- Financial services
- Aged care costs & fees
- Centrelink / DVA forms
- Estate planning
- Investment options
- Retirement funding
- Superannuation
Reviews
Margaret Stone
Fri 1 Sep 2023 1:38pm
After months of juggling finances, looking at aged care facilities and talking to many people at the facilities and at the Aged Care government services I was in dire need of help. After a search online I came across Shane and Core Value. I sent a message at 2am and Shane called me at 9am the next morning.
Shane was courteous, immediately helpful and set my mind at rest as he talked throughhow he could help our 95 year old mum into a facility she liked with the amount of money she had availabl.
After a meeting with Shane he came back to us with multiple senarios and wonderful advice on how to proceed in the future.
I would not hesitate in recommending Shane and his team to anyone needing help to manage the complexities of the aged care system and look forward to his help when the time comes for mum to enter a facility.
Shane was courteous, immediately helpful and set my mind at rest as he talked throughhow he could help our 95 year old mum into a facility she liked with the amount of money she had availabl.
After a meeting with Shane he came back to us with multiple senarios and wonderful advice on how to proceed in the future.
I would not hesitate in recommending Shane and his team to anyone needing help to manage the complexities of the aged care system and look forward to his help when the time comes for mum to enter a facility.
Provider ID: 37840
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