Jason Burley

Burley Aged Care Advice

Platinum
22 Yrs Experience
Emerald Beach, NSW 2456

Hi.. I am a Senior Financial Advisor with 21 years’ experience working with a range of clients with varying needs.

The most meaningful relationships I have made over the years have been when working with my elderly and frail clients. That is why after relocating to the Mid-North Coast, I decided to specialize in providing advice to those that find themselves (or their family member / friend) needing access to Aged Care support.

Most people want to remain independent throughout retirement and to stay in control of where and how they live. But our ability to do so may depend on our health and physical well-being. As we age, some things become harder to do on our own.

This can be a stressful time. Living arrangements may need to change so that you can stay in your home longer. If you are unable to live independently in your home, you may need to move to residential aged care.

The financial decisions that must be made (often quickly) are complex and can be difficult to understand, adding additional stress to you and your family. Getting the right information and advice can help you to understand your options and the implications for your cash flow, Centrelink or other concession cards, aged care fees, taxation and estate planning. This will allow you to make the best choices for your future care, security and happiness.

Before making any decisions, contact me to talk about the care options available to you, the costs associated with them and the best way to restructure your finances to pay for the appropriate care.

I am based in Emerald Beach (North of Coffs Harbour). I am flexible with meeting you where needed. I can also facilitate video conferencing instead of face-to-face meetings wherever you may be.

Contact me on 0431 414 799 or jason@burleyagedcareadvice.com.au to discuss your aged care needs.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Introductory meeting - A phone or video call where we talk about the aged care needs and how I may be able to help you.

If suitable, I will then send you a services proposal and quote.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 23
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Burley Aged Care Advice

91 Smiths Rd
Emerald Beach, NSW 2456

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232