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
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.
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.
Avoid expensive mistakes
Aged care finances is a complicated area, a small mistake can cost thousands of $ per year.
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.
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.
Core Value Financial Advice Melbourne
Level 8, 350 Collins Street Melbourne CBD VIC 3000
Call: 1300 944 011
Monday 8:30am – 5pm
Tuesday 8:30am – 5pm
Wednesday 8:30am – 5pm
Thursday 8:30am – 5pm
Friday 8:30am – 5pm
Why Do You Need an Aged Care Financial Planner?
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
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.