Core Value Financial Advice - NSW
Jay Holland I am financial POA for my mother. I have been very happy with the advice, prompt action and incredible support that Ive received.
No question was a dumb one and they even dealt with centrelink on my behalf. That in itself was worth its weight in gold!
They maximized my mothers centrelink payments, set up a nice ongoing income stream from a place where her savings now sit, while minimizing the ongoing payments to the aged care facility.
A stress free experience that I would highly recommend!
Thank you very much to my advisor, Suzanne :)


