Core Value Financial Advice

Linda Padmore 

on Google

3 days ago

Feel completely organised as a good package. A lot of anxiety taken away 

Alex DAmico 

on Google

a week ago

Shane was able to turn the complicated into a methodical and logical forward plan for my elderly Godfather and also considered future financial planning events for me personally. Highly recommend. 

susan shaw 

on Google

a week ago

Shane was to the point and because we had already decided to sell my mothers property and her situation is simple said there was not much he could he suggest except we were doing everything ourselves correctly. We didnt need his advice statement etc which would have cost thousands. Thank you Shane 

HJ 

on Google

2 weeks ago

I used Shane and the team at Core Value 18 months ago and this was possibly the best decision I made throughout the whole process of taking over my Mum's finances. In short order I had to find her residential aged care, sell her home and set up her finances. Add to that I haven't lived in Australia for 20+ years and had to manage almost everything remotely, plus hold down a day job, it was all very stressful. The nuances of the Australian tax & aged care systems are really complicated, not particularly well documented, chang... read more

Graham Spence 

on Google

3 weeks ago

This is the second time we have used Shane at Core Value Financial. Their advice makes transitioning a parent into care as simple as possible. All the navigating of different financial arrangements and options is made simple and parents assets are used in the most cost effective way to ensure their quality care is taken care of. They negotiate with the Care facilities about how the financials are to be accounted for in a way that we could never have managed. All the stress and right decisions are made for you. We can not rec... read more