At Core Value Financial Advice, we understand that caring for your loved ones is important to you. Our team treats every client with the respect and attention they deserve. We take the time to personally get to know you and your unique situation, so we can provide you with the best advice possible.
We are always available to answer your questions and address your concerns. Our aim is to alleviate the burden of transitioning into aged care from your shoulders. We will carefully review your circumstances and present you with all the viable options available, so that you can make an informed decision.
As a privately-owned firm, we prioritize your best interests above all else. Our advice is 100% conflict-free, and we are not motivated by commissions from selling financial products. Our only goal is to provide you with the most suitable financial advice to help you achieve your objectives.
Meet Our Principal Adviser
BSci, Adv Dip FS, Grd Dip AFI
Shane is a highly qualified financial planner with over 20 years experience providing aged care advice. He has previously established offices in Melbourne, Sydney, and the Gold Coast, and has built a reputation for providing outstanding service and guidance to clients all over Australia.
Shane is passionate about helping his clients achieve their financial goals and takes great pride in the level of service and guidance he provides.
Outside of work, Shane loves nothing more than spending time on the cricket pitch with his son, James. He is also an active volunteer at the local surf life-saving club, where he enjoys giving back to the community.
Shane’s dedication and commitment to his clients, as well as his passion for sports and community service, make him a well-respected and valued member of the financial planning industry.
Speak to an Aged Care Expert
Contact us for a consultation or please call 1300 944 011