Core Value Financial Advice is a leading firm specialising in aged care financial planning, with a dedicated team boasting over 15 years of experience in the field. Based in Sydney, Australia, our advisers are committed to providing tailored financial solutions to help families navigate the complexities of transitioning their loved ones into aged care facilities. With a focus on minimizing aged care fees and maximizing social security benefits, our experts offer personalized strategies to ensure clients receive the support they need while protecting their assets.
At Core Value Financial Advice, we pride ourselves on being amongst the most trusted aged care advisers in Australia. Our team understands the intricate details of aged care finances and the importance of obtaining government support to alleviate financial burdens. With a client-centric approach, we aim to address each individual’s unique needs and concerns, offering expert guidance on managing investments, reducing aged care fees, and optimizing Centrelink payments. By working closely with our advisers, clients can make informed decisions to secure their financial future and ensure peace of mind.
As a privately-owned firm, Core Value Financial Advice prioritizes client interests above all else, providing conflict-free advice without the influence of product commissions. Led by Principal Adviser Shane, a highly qualified financial planner with over 20 years of experience in aged care advice, our team is dedicated to delivering exceptional service and support to clients across Australia. With a commitment to personalized care and a deep passion for helping clients achieve their financial goals, Core Value Financial Advice stands out as a reputable and reliable partner in navigating the complexities of aged care financial planning.