Hi.. I am a Senior Financial Advisor with 24 years’ experience working with a range of clients with varying needs.
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
My fees
Introductory meeting - A phone or video call where we talk about the aged care needs and how I may be able to help you.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 67
- First year providing advice 2000
- Years of experience 25
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Burley Aged Care Advice
91 Smiths RdEmerald Beach, NSW 2456

Opening hours
- 9:00am – 4:00pm Monday – Friday
Licensed by
Count Financial Limited
AFSL 227232
