Gold Coast’s Most Trusted Experts for Aged Care Financial Advice

With over 15 years of experience in aged care, our team of advisers will offer you the best aged care financial advice for your unique needs.

Call us on (07) 5606 7461 or contact us for a consultation.

Get in Touch With an Aged Care Expert

Aged Care Financial Advice Gold Coast

Looking for  aged care financial advice in Gold Coast? You’ve come to the right place.

At Core Value Financial Advice, our advisers specialise in helping families transition a loved one from home or hospital into aged care.

We evaluate your unique aged care needs and see exactly how we can help you ease the burden, minimise aged care fees and maximise social security benefits.

We Are the Experts in Aged Care

The advisers at Core Value Financial Advice are amongst the most trusted aged care advisers in Australia. We have been offering our services on the Gold Coast for over 15 years.

When you work with Core Value, you can be rest assured all your concerns about going into aged care will be taken care of.

How We Can Help

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 expensive mistakes

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.

Speak to an Aged Care Expert Today!

1300 944 011

Call Now!

Core Value Financial Advice Gold Coast

Level 13, 50 Cavill Avenue, Surfers Paradise, QLD, 4217

Call: (07) 5606 7461

Hours:

Sunday Closed
Monday 8:30am – 5pm
Tuesday 8:30am – 5pm
Wednesday 8:30am – 5pm
Thursday 8:30am – 5pm
Friday 8:30am – 5pm
Saturday Closed

Why Do You Need an Aged Care Financial Planner?

Having a financial adviser helping you out every step of the way assures you of getting all the financial information that matters.

Aged care finances are complex and every individual has unique needs that need to be dealt with differently.

When you work with an aged care financial service provider they will provide you with a customised financial strategy suitable for your unique needs. You don’t have to follow what everyone else is doing.

You don’t want to lose out on Centrelink pension payments otherwise you will end up paying more money than you have to.

An expert will show you how to maximise your Centrelink payments for your full benefit because they know exactly what to do.

An adviser will correctly assess your income, assets and other details of your financial situation, to help you come up with the right payment plan reducing costs all around.

Where To Go for Aged Care Financial Planning Help
Core Value is here for all your aged care financial advice needs.

With over 10 years of experience in the aged care field, has seen us acquire a team of expert advisers always ready to offer you the best aged care advice for your unique needs.

We treat your needs as unique to you and focus on providing you with personalised strategies to ensure you and your family receive all the benefits available to you.

Through this approach, we’ve been able to save our client’s by about $5,000 per year in reduced aged care fees and increased Centrelink payments.

Our goal is to remove all the stress and concerns you may have whenever you think of placing a loved one in a care facility.

We are proud to serve: Gold Coast, Southport, Robina, Coolangatta, The Hinterland and the greater Gold Coast region.

Want to learn more? Give us a call on (07) 5606 7461 to schedule a consultation with an expert financial adviser for aged care.

Speak to an Aged Care Expert

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

Get in Touch Today!