Melbourne’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 1300 944 011 or contact us for a consultation.

Get in Touch With an Aged Care Expert

Aged Care Financial Advice Melbourne

Looking for  aged care financial advice in Melbourne? 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, in Melbourne 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
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Core Value Financial Advice Melbourne

Level 8, 350 Collins Street Melbourne CBD VIC 3000

Call: 1300 944 011

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?
Dealing with aged care finances can be a complicated affair and every family has their own special needs that should be handled in a unique way.

This makes dealing with aged care decisions all on your own very stressful. Where do you even begin?

Choosing to work with a financial advisor for aged care in Melbourne guarantees that you receive a personalised financial strategy suitable for your unique needs. You don’t have to go with what everyone on the internet is doing.

An aged care financial expert fully understands how to manage wealth. They will be there to advise you on how to make use of your income and assets towards paying for aged care without paying any unnecessary fees.

An adviser will help you understand your Centrelink pension payments and DVA benefits. This way you can maximise on the payments and make savings on aged care costs.

Where To Go for Aged Care Financial Planning Help
Core Value provides expert aged care financial advice in Melbourne. Having worked in the industry for over 10 years, we have earned the reputation of being the go-to firm for all your aged care financial advice needs.

Guided by the desire to save our clients as much money as possible, our aged care financial services in Melbourne include tailor-made strategies that will help each individual client minimise their aged care fees – so you never have to pay more than what you need to.

We concentrate on ways to save you money including maximising Centrelink and DVA support to save as much money as possible on aged care.

This way, we’ve seen our clients save about $5,000 per year in reduced aged care fees and increased Centrelink payments.

We are proud to serve: Melbourne, Port Philip, Yarra, Bayside, Frankston, Hobsons bay, Manningham, Moreland, Monash and the greater Melbourne Region.

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!