Core Value Financial Advice is a reputable firm with over 15 years of experience in providing specialized aged care financial advice in Melbourne. Their team of advisers is dedicated to assisting families in transitioning their loved ones into aged care facilities with a focus on minimizing fees and maximizing social security benefits. With a strong emphasis on personalized service, Core Value Financial Advice evaluates each client’s unique needs to offer tailored solutions that alleviate the financial burden associated with aged care.
At Core Value Financial Advice, clients can expect expert guidance from some of the most trusted aged care advisers in Australia. The firm’s commitment to prioritizing clients’ best interests is evident in their conflict-free advice model, ensuring that recommendations are solely based on what is most beneficial for the individual. With a comprehensive range of services, including maximizing Centrelink payments and providing DVA support, Core Value Financial Advice aims to save clients up to $5,000 per year while ensuring their loved ones receive the quality care they deserve.
Led by Principal Adviser Shane, a seasoned financial planner with over 20 years of experience, Core Value Financial Advice prides itself on delivering outstanding service and guidance to clients across Australia. Shane’s dedication to helping clients achieve their financial goals is reflected in the firm’s philosophy of providing personalized attention and tailored solutions. With a focus on building long-term relationships based on trust and integrity, Core Value Financial Advice is a go-to destination for individuals seeking reliable and transparent aged care financial advice.