Aged Care Financial Advice


Getting started with aged care financial advice can seem daunting when your main concern is the welfare of your loved ones.

  • Where do I start?
  • What forms do I need?
  • Who takes care of the finances?
  • Do I keep or sell the home?
  • And what about Centrelink?

These are just some of the basic questions that come to mind when you’re thinking about aged care and retirement planning.

Doing it all by yourself can be overwhelming. It’s already an anxious time for your family and the last thing you want is to get things wrong when it comes to the finances.

This is why most people opt to work with a aged care financial adviser. By letting an expert handle the complicated aspects of care, you can focus on the wellbeing of your family members.

Why Do You Need Financial Advisers Specialising in Aged Care?

As you already know, there is a lot of information on care and retirement planning. Going through it all and trying to make the right decision for your loved ones can be confusing.

This is where an adviser steps in. These experts have a wealth of knowledge and can provide you with aged care financial advice that is unique and relevant to you.

Aged care financial advisers can help you focus on the information that matters and filter out the noise. Financial advice is complex and different financial situations will require different strategies and approaches. When you work with an aged care financial services adviser, they will make sure you have a strategy that is tailor-made for you.

6-Step Guide to Securing Aged Care

Transitioning into aged care can be a stressful time.

This step-by-step guide to securing aged care will hold your hand through the entire process. From determining affordability to advice on financial planning strategies; to finding a home and making sure all the boxes are ticked for Centrelink.

Feel confident in your aged care decisions. Get your copy today.

Aged Care Finance Solutions to Suit Everyone

When you seek out aged care financial advice, your adviser will assess your unique situation and advise you on the options available to you.

While you may be looking for aged care financial advice alone, another person may want to learn more about retirement planning or need advice on investments.

There is no one-size-fits-all strategy and an adviser can help you wade through the sea of options to narrow down on the aged care finance solutions that are suitable for you.

Get the Right Centrelink Aged Care Financial Advice

While getting help with aged care, you want to make sure you’re also making the right choices and decisions to ensure you don’t lose out on Centrelink pension payments.

A financial adviser in aged care will know exactly what to do. By making the right assessments about your income, assets and other details of your financial situation, they can help you maximise Centrelink payments and reduce the costs of aged care all around.

Work With Expert Aged Care Financial advisers

When you’re looking for aged care financial advice, you want to make sure you are consulting with advisers who understand your situation and are experts in the area.

At Core Value, we are financial advisers specialising in aged care. Our team has well over 10 years of experience in developing strategies and aged care financial solutions for clients.

Looking for aged care financial advice in Sydney?

You can find us at Level 40, Australia Square Building, 264 George Street, CBD

Looking for aged care financial advice in Melbourne?

Visit our expert team at: Level 8, 350 Collins Street, CBD, or 1330 Ferntree Gully Road, Scoresby

Looking for aged care financial advice on the Gold Coast?

We’re at: Level 13, 50 Cavill Avenue, Surfers Paradise, QLD, 4217

Give us a call on 1300 944 011 to schedule a consultation with an expert financial adviser for aged care.

Want to Speak to an Aged Care Expert?

We can assess your unique situation and advise you on the options available to you.

Contact us for a consultation or please call 1300 944 011.