Core Value Financial Advice

Sharon Breese 

on Google

a week ago

I was much relieved after the zoom conference, he was smart , full of very relevant information and had answers to everything I had listed . 

John Madelly 

on Google

a month ago

With a very tight timeframe for my parents moving into residential care, Shane and his people responded quickly with detailed advice. They provided a summary which cut across the complexity which is the aged care system but also backed it up with details on costs and out-year projections. Their follow-up support has been quick and efficient. I look forward to more conversations as we implement their recommended strategy. 

Britt Phil 

on Google

a month ago

Shane has been incredibly helpful in a time where we've felt overwhelmed and a bit lost. We were given great advice on what steps to take which has taken some of the pressure off this hard and emotional time. We weren't really sure whether to seek advice initially, but we are very glad we did and we are thankful that Shane was able to give us that reassurance we needed. 

Frank Rodighiero 

on Google

2 months ago

It was very helpful to connect with Core Value. Shane is very relaxed, patient and knows the ins and outs of Aged Care/ Centrelink. He was able to come up with several different options for my motherks situation, having moved into Aged Care over two years ago. Its a relief to obtain the right answers to our family situation. We have now decided on a practical strategy to maximise the benefits available for my mother’s circumstances.