Core Value Financial Advice - Sydney, New South Wales

Michael K.

Justine was a massive help and worth every penny!
I needed some urgent advice and support as the timing around my loved one (grandma) moving into an aged care facility and her asset position relative to government support caps meant that the quick and helpful advice to understand a really complex area helped make a step change in ensuring that my Grandma's financial position would be maximised to ensure she can continue to recieve the best care for the rest of her life with no risk of her funds running out. Thank you Justine - you're a life saver!

Frank R.

It was very helpful to connect with Core Value. Shane is very relaxed, patient and knows the ins and outs of Aged Care/ Centrelink. He was able to come up with several different options for my motherks situation, having moved into Aged Care over two years ago. Its a relief to obtain the right answers to our family ssituation.

Linda S.

Thank goodness we found Core Value Financial Advice! Justine was extremely professional, helping me to understand very complicated Aged Care rules, with all my questions answered. Justine provided the best options for my mothers nursing home payments and also provided advice for the future, should my father need alternative arrangements to staying in the family home. Turnaround on information was quick and efficient. Justine and her team (particularly Abbey) are to be commended and I would highly recommend engaging Justine's services to provide the best Aged Care advice.

Scott C.

During a stressful period when my father was in the hospital, and my family was searching for an aged facility for him, Justine and Abbey supported us with a great deal of knowledge, understanding and empathy.

Justine prepared and presented several options to fund the aged care facility and best support my parents' needs for the coming years. It is a complicated and overwhelming process, but we felt comfortable after our initial consultation and even more so after receiving the statement of advice.

I highly recommend Justine and Core Value to anyone in a similar situation.

Helen M.

Justine & Abbey have been so helpful to both my brother and myself sorting through the process of our mother being placed into age care. They have put our minds at ease as to what we have to do. Their reporting has been very helpful to us both. I would highly recommend them.

kimmi K.

Shane from Core Value is very knowledgeable and honest.
Thank you for providing exceptional support, now my brother and I have a better understanding of aged care, and what we need to do moving forward. The initial Zoom meeting was great, and Shane didn’t even charge for this! I will contact him again to get financial advice soon. I highly recommend the Core Value team.
Thank you for your support and your professionalism.

Bronwyn A.

Shane and his team are extremely professional and they are very compassionate to your needs as it is an extremely difficult time when it involves the best care/financial advice for a loved one.
Thank you so much Shane for being there for our mother.

Han K.

Mr Shane from Core Value Financial Advice, has been an invaluable guide in helping us navigate through the complexities of aged care options for my dad. His compassion and expertise have been of great help and have eased our concerns. He has provided us with clarity on complex financial matters, and we highly recommend Mr Shane to anyone seeking thoughtful and thorough aged care advice.