Core Value Financial Advice - Scoresby (VIC)

5 /5 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 :)

5 /5 G Sally (Help at Hand Aged Care): Shane Lawler and Suzanne Poulton from Core Value Financial advice has helped a plethora of my clients over the years. His and Suzanne’s patience and understanding of the emotions that are involved at this time is an added bonus. By engaging Core Values services the feedback I get from past clients is that they feel an immediate sense of relief being in such good hands when it comes to their’s and their loved ones finances. It gives the client a sense of reassurance when working with Core Value knowing that they are going to achieve the best possible financial outcome by the advice given and also how affordability can be obtained at the chosen Aged Care Home. Thanks Shane and Suzanne and keep up the brilliant work.