Core Value Financial Advice operates as a financial advisory firm based in Sydney, serving clients who require specialist guidance on wealth management and financial planning. Their focus on the aged care sector positions them to address the distinct financial needs of retirees, aged care residents, and their families navigating complex financial decisions in later life.
As financial advisors specialising in aged care, Core Value brings specific expertise to retirement income planning, aged care funding strategies, and asset protection. This targeted approach means clients receive advice grounded in the regulatory and practical realities of aged care financing, rather than generic wealth management guidance. Their weekday availability (8:30am to 5pm, Monday to Friday) accommodates working families managing affairs for elderly relatives.
Core Value maintains a 5.0 out of 5 Google rating across 66 client reviews, indicating consistent satisfaction with their service delivery. Prospective clients can expect a professional engagement based on their track record. Contact them directly on (02) 9051 1564 or visit their website to discuss your specific circumstances.
Services
- Aged care financial planning and funding strategy
- Retirement income planning and drawdown advice
- Centrelink and aged care subsidy optimisation
- Estate planning and wealth transfer guidance
- Superannuation advice for pre- and post-retirement
- Risk management and insurance strategy
Frequently Asked Questions
What does Core Value Financial Advice do?
Core Value provides financial advisory services with a focus on aged care clients. They help retirees and families plan for aged care costs, manage superannuation, optimise government benefits, and structure their finances for later-life security.
Is Core Value Financial Advice good?
They hold a 5.0 out of 5 star rating on Google based on 66 client reviews, suggesting strong client satisfaction and reliable service delivery across their client base.
Where is Core Value Financial Advice located?
Core Value operates in Sydney. Their specific street address is not listed online, but you can contact them by phone or website to confirm their office location and arrange a consultation.
How do I contact Core Value Financial Advice?
Call (02) 9051 1564 during business hours (Monday to Friday, 8:30am–5pm) or visit http://www.corevalue.com.au/sydney/ to request an appointment or submit an enquiry online.