Core Value Financial Advice

I cannot thank Shane enough for his sound advice and care. He explained all the components to consider whilst navigating this confusing system. I feel assured that we are now in the right headspace to make decisions regarding our Mother. Highly recommend Shane and his services.

We engaged Core Value to seek aged care financial advice and help guide us through the process. Shane provided us with great financial advice and a very detailed presentation, everything was covered. Shane was always available to answer all our questions we had at anytime . If you are looking for aged care financial advice I would highly recommend Core Value .

At a time when there were so many questions in regards to Aged Care financing, moving a parent into Residential Aged care or not, wondering how to finance this if we go ahead and considering selling the family home or not.....all of these questions and challenges were lifted once I had contact with Shane Lawler of Core Value Financial Advice. He completely put put my mind at ease. The process to provide Shane all the information he required to review and make an assessment of our Dad's financial position was made very easy. We had two very good zoom calls with much discussion and an very thorough report was presented to me and clearly walked through by Shane. We have solutions to our questions that we could not find ourselves. I found Shane and his company extremely professional and the best way forward to assist in the journey of Aged Care and the financial implications of it. I have recommended Shane and Core Value Financial Advice to many friends in the same situation. It was excellent!

When my dad took ill i had no understanding of the financial implications. It’s been a very steep learning curve to have to try and understand the Aged Care system. Shane in a short amount of time explained things to me so i could understand and gave me constructive advice which was very helpful. I would highly recommend Shanes services as his advice was helpful and gave me peace of mind.

Genuine and respectful financial advice. Shane demonstrated an impressive understanding of all aspects of aged care related funding legislation and was able to articulate clearly in lay terms, the most effective way to ensure that Mum's needs will be financially assured in her transition to residential care.

I only had a short phone conversation with Shane but he was very professional and extremely helpful regarding my mum going into a Residential Facility.

Shane and his team produced an extremelly detailed statement of advice of over 60 pages. Was a good mixture of easy to read graphs and detailed tables clearly showing how the forecast numbers were obtained. Even though I thought I understood the rules and potential tax implications, Shane's advice / strategy going forward will likely save us over 10x his consulting fee value. Certainly worth spending the money for both piece of mind and minimising unnecessary spending. Process was very easy and quick and Shane was very nice to talk to. Highly recommend Core Value Financial Advice.