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Core Value Financial Advice
- Wellness
- Surfers Paradise, QLD
About this business
Core Value Financial Advice guides and helps families transition their loved ones into aged care. We understand how stressful and confusing it is to make the required financial decisions. Our goal is to compare various scenario options, maximise Centrelink, minimise aged care fees and preserve the estate. On average, we improve our client's finances by $5,000 per year; but our passion is removing your stress and concerns. We have more than 20 years' experience and have successfully helped over 1,000 families with the transit... read more
Location details
Level 13/50 Cavill Ave, Surfers Paradise, QLD, 4217, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Shane and Justine were kind, patient and very thorough in supporting my mum with financial decision making. They are exceptionally knowledgeable in aged care matters, which is very helpful when trying to understand and navigate the system for the first time. We really appreciate their help in setting up options to plan for the future. The sense of relief to have someone in your corner is absolutely worth the investment in their services.
I can highly recommend the services of Core Value Financial Advice. There is no way I would've been able to navigate the complicated rules of aged care finances on my own. Justine has helped to make this an easy and less stressful journey - thank you!
During a very stressful time with our Mum and over the Christmas new year period the Core Value team delivered a responsive service within the constraints of a plethora of holidays! Justine was great in provision of her advice and now we have some certainty about what is the best option for the family home. Imminent changes to legislation and its impact was also explained. We have still to sign contracts but feel more confident in our choices and that we will have an expert eye available to run over it before we commit. Than... read more
Thank you to Justine for a concise summary of our current situation. Well delivered and document easy to use.
Excellent service from Justine and the crew highly recommend to anybody
Frequently asked questions about Core Value Financial Advice
How is Core Value Financial Advice rated?
Core Value Financial Advice has a 5 star rating with 23 reviews.
When is Core Value Financial Advice open?
Core Value Financial Advice is open now. It will close at 5:00 p.m.
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