Are you overwhelmed by the financial impact of Aged Care fees?

Core Value advises guides and helps the family, and enduring powers of attorney, of loved ones entering Aged Care.

We understand how stressful and confusing it is to make the required financial decisions. 

Our goal is to provide several options, maximise Centrelink /DVA, decrease fees and protect the estate.

On average, we improve our client’s finances by $5,000 per year but our passion is removing your stress and concerns.

We have 15 years experience and have helped over 1,000 families.

We will be with you step by step.



Are you overwhelmed by the financial impact of Aged Care fees?

Core Value advises guides and helps the family, and enduring powers of attorney, of loved ones entering Aged Care.

We understand how stressful and confusing it is to make the required
financial decisions. 

Our goal is to provide several options, maximise centrelink /DVA, decrease fees and protect the estate.

On average, we improve our client’s finances by $5,000 per year. But our passion is removing your stress and concerns.

We have 15 years experience and have helped over 1,000 families.

We will be with you step by step.

Why we love to help

This is a stressful time and many financial, health and emotional decisions need to be made quickly.

We love to hear, “thank goodness I met you, I don’t know how I would have coped”.

We want to take your stress out of your Aged Care financial decisions.

Yes, we also love our spreadsheets, (who doesn’t), and we are expert on clever strategies on how to maximise centrelink and DVA pension, reduce Aged Care fees, and protect the estate. In fact our average financial benefit to our clients is $5,000 to $8,000 per year, but our families our stressed, worried and confused and it is extremely important to us, to be guides through the Aged Care financial maze.

Keep or sell the home?

You may not need to sell the family home. This is an important decision, with large financial implications.  Many factors need to be carefully considered.

Complete Centerlink forms

We can complete the Centrelink assessment, check the results and even become nominee, so you don’t have to spend 2 hours on hold.

Decrease Aged Care fees

We have strategies to reduce aged care fees. This is important so as to be able to pay the bills and protect the estate.

Maximise Centerlink

Aged care is expensive,  it is vital to obtain as much government support as possible,  so as to reduce the chances of funds running out.

Avoid an expensive mistake

Aged care finances is a complicated area, a small mistake can cost thousands of $ per year.

Cashflow

Cashflow is important to ensure that the aged care home direct debits will be paid.  The enduring power of attorney will be asked to guarantee payment.

Advice on existing investments

Are there investments purchased months ago or decades ago? Only an experienced advisor will understand these investments and how centrelink will assess.

How to pay the fees

How are you going to pay the aged care fees? You need the correct strategy.

Guide you on your responsibilities as an epa

Being an enduring power of attorney is a legal responsibility. You need to protect yourself from making an error.. A small error can be very serious.

Why we love to help

This is a stressful time and many financial, health and emotional decisions need to be made quickly.

We love to hear, “thank goodness I met you, I don’t know how I would have coped”.

We want to take your stress out of your Aged Care financial decisions.

Yes, we also love our spreadsheets, (who doesn’t), and we are expert on clever strategies on how to maximise centrelink and DVA pension, reduce Aged Care fees, and protect the estate. In fact our average financial benefit to our clients is $5,000 per year, but our families our stressed, worried and confused and it is extremely important to us, to be guides through the Aged Care financial maze.

Keep or sell the home?

You may not need to sell the family home. This is an important decision, with large financial implications.  Many factors need to be carefully considered.

Complete Centerlink forms

We can complete the Centrelink assessment, check the results and even become nominee, so you don’t have to spend 2 hours on hold.

Decrease Aged Care fees

We have strategies to reduce aged care fees. This is important so as to be able to pay the bills and protect the estate.

Maximise Centerlink

Aged care is expensive,  it is vital to obtain as much government support as possible,  so as to reduce the chances of funds running out.

Avoid an expensive mistake

Aged care finances is a complicated area, a small mistake can cost thousands of $ per year.

Cashflow

Cashflow is important to ensure that the aged care home direct debits will be paid.  The enduring power of attorney will be asked to guarantee payment.

Advice on existing investments

Are there investments purchased months ago or decades ago? Only an experienced advisor will understand these investments and how centrelink will assess.

How to pay the fees

How are you going to pay the aged care fees? You need the correct strategy.

Guide you on your responsibilities as an epa

Being an enduring power of attorney is a legal responsibility. You need to protect yourself from making an error.. A small error can be very serious.

Want to schedule an appointment?

Your consultation will be confidential and you are under no obligation to retain our services.

What our clients say

Honest and professional


Thanks so much for the advice regarding my mother in law and her residential care.

- Joe Lawrence

Comforting


Shane ensured us that our mother would be well looked after in the time she has with us.

-Kange Martino

Ethical and non-biased financial advice


Shane had an in-depth knowledge of age care fee structure.

-Linda and Robert Haagma

Areas of Expertise

Aged Care

With over 10 years of aged care advice, we are experts in strategies to maximise Centrelink/DVA support, decrease aged care fees, protect the Estate and clever strategies to solve our clients’ financial problems and concerns.

Retirement Financial Advice

We love developing strategies and solving our clients’ financial problems and concerns. We have been providing financial advice to clients approaching- or in – retirement for almost 15 years; our team are experts in this area.

Investments

With over 30 years in investment experience, and a graduate diploma in applied finance and investment, investing is a passion of Shane’s.

We have clients that just wish to have investment advice that is tailor made to their risk tolerance, with their portfolios ranging in size from a few $100,000 to tens of $ millions.

Want us to call you?

We’re looking forward to meeting you and discussing the options available to assist your move into aged care.

Organisations that we assisted

Our Mission

Our mission at Core Value Financial Advice is to provide professional, ethical and cost-effective aged care financial advice to our clients. We handle every case as if we were representing a close friend or family member. We strive for excellence in our service and a satisfactory resolution to our clients’ concerns.

1300 944 011

 

enquiry@corevalue.com.au

 

Melbourne, Sydney, Gold Coast

 

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