Core Value Financial Advice

Shane has now assisted me on two occasions with my dad's financial position for nursing home placements.He is punctual, genuine and a good communicator. He has saved me a huge amount of stress in what would have been a very stressful time. Not only that, but he did all negotiations with the aged care facilities and saved us a fortune in the purchasing costs. He is worth his weight in gold!!Would definitely recommend!!

Shane has been recommended by our relative and we found him very experienced and professional. The office staff Abbey and Sherry are very helpful and perform their duties in an excellent manner. We have no hesitation in recommending Core Value Financial Advice to any future prospective clients.

My sister and I had a session with Shane to discuss our father's situation in an aged care setting. The session was comfortable, with Shane able to understand the situation quickly and offer pragmatic advice. Only needed the initial consultation with Shane and there was no pressure to do any more. I would recommend.

Shane and his team are first class. Not only have they provided excellent service and advice for my father in retirement, but are also assisting with his transition into permanent aged care.Shane in particular is compassionate and understanding, as well as highly knowledgeable, particularly when it comes to navigating the minefield that is aged care.I highly recommend Core Value to anyone looking for help with financial planning in retirement or aged care.

Our thanks to Shane and Barbara for guiding us through the financial planning for our elderly mother who is in care. The financial report provided was comprehensive and made it easy for us to select the most advantageous option to secure mums future.We would wholeheartedly recommend the use of the services of Shane to anyone needing support in this area. We appreciated his very effective communication in video conferences and ready responses to emailed queries.A very worthwhile investment for us. Thanks again Shane.Margaret and Judy

Our elderly mother is in the process of moving into permanent residential care. There was a huge amount of financial and contractual information to get our heads around and this is where Core Financial came into the picture. Shane Lawler provided considered advice and financial options regarding payment of the Refundable Accommodation Deposit (RAD) as well as daily charges etc. I would have no hesitaiton in reccommending Core Value Financial Services if you need financial advice relating to Aged Care.

Shane provided our family with invaluable advice on aged care services and the associated costs today. He provided this in a clear and easy to understand format and we had a clear pathway at the end of our first meeting. He was very honest and did not try to push financial products onto us at any time during the meeting, which we were concerned about when we made the decision to contact an aged care financial adviser. In fact the opposite, he very early on made it clear that we would not require another meeting unless circumstances changed and that the first meeting would provide us with enough information to put things into place, which it did. We did not know where to start in gathering the information we received at our meeting with Shane today. He and his team made the whole process of organising a meeting quickly and efficiently and we couldn't have been happier with the outcome. We would not hesitate in recommending Shane if you are needing to navigate the aged care system, costs and options. We will contact him again when the need arises.

We contacted Core Value to seek advice about Centrelink & pension matters that were to us both confusing and stressful. Shane's calm assuredness has helped us understand the system better and how we can move forward effectively. He also advised us that we didn't really need his extended services at this stage and wished us well without charge! Absolutely fantastic service!!

Shane was very knowledgeable - he was incredibly helpful and was able to assist in sorting out a very tricky situation. Fantastic service - I would highly recommend to anyone needing advice for aged care.

We had an initial consultation with Shane re Aged Care Fee issues for our mum.Shane was absolutely brilliant with his help, advice and knowledge. He took the time to work through the issues & explained the process in a way we could understand.We would highly recommend Shane to anyone seeking Financial Advice.