Core Value Financial Advice - Sydney (NSW)

5 /5 Elizabeth Huntly: We recently worked with Shane to organise my mum’s finances as she transitioned into aged care, and I can’t speak highly enough of the support we received. Shane and his team were incredibly knowledgeable, patient, and compassionate throughout the entire process. They helped us navigate complex financial decisions with clarity and confidence, making what could have been a stressful time so much easier for our family.

5 /5 Nicole Cooper: I want to express my deepest gratitude for the exceptional support I received from Justine at Core Value during a particularly difficult time for our family. Due to errors in Centrelinks assessment of Dads financial asset information, my fathers Age Pension was incorrectly cancelled—right as he was entering palliative care in a high-care residential facility. It was an extremely stressful and upsetting situation, particularly as my father had no other income, and did not own a home (his property had previously been sold to pay the RAD for his former aged care facility). Justines guidance was invaluable. She clearly outlined how to identify and communicate the critical issues and helped me challenge the errors made by Centrelink. With her support, I was able to correct and evidence Dads financial information, successfully appeal the decision, and ultimately have his pension reinstated, with full back pay of the missed payments.

4 /5 Michael Kenny: Core Value is an excellent company, providing sound financial advice, especially as one faces the daunting challenges of transitioning a relative into permanent aged care.

5 /5 Annette Brown: Trying to find the best financial options for my mother, working with aged care and Centrelink we spoke to specialists in Services Australia, watched Webinars, we got a lot of information but were not sure how to align all this information for best outcome. Shane and Core Value team were amazing in helping us put all the information into logical flows. Shanes experience and knowledge closed all the gaps for us and helped us avoid financial missteps. I highly recommend speaking with Shane and team and getting assistance as early as possible to assist your family to best outcomes.

5 /5 David James: Justine from Core Value Financial Advice was easy and reassuring to work with at what was a stressful time for the family. Her considered advice and report helped us to navigate mums pathway into residential care. Thumbs up from us :)