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Advisors & Professional Services

  • Available in NSW, QLD and VIC
  • Financial advisors
  • Financial services
  • Aged care costs & fees
  • Centrelink / DVA forms
  • Estate planning
  • Investment options
  • Retirement funding
  • Superannuation

Reviews

Margaret Stone
Fri 1 Sep 2023 1:38pm

After months of juggling finances, looking at aged care facilities and talking to many people at the facilities and at the Aged Care government services I was in dire need of help. After a search online I came across Shane and Core Value. I sent a message at 2am and Shane called me at 9am the next morning.
Shane was courteous, immediately helpful and set my mind at rest as he talked throughhow he could help our 95 year old mum into a facility she liked with the amount of money she had availabl.
After a meeting with Shane he came back to us with multiple senarios and wonderful advice on how to proceed in the future.
I would not hesitate in recommending Shane and his team to anyone needing help to manage the complexities of the aged care system and look forward to his help when the time comes for mum to enter a facility.

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