Jason Burley

Burley Aged Care Advice

Platinum
22 Yrs Experience
Sydney, NSW 2000
Hi.. I am a Senior Financial Advisor with 20 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
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 18
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Burley Aged Care Advice

Level 4, 255 Castlereagh St
Sydney, NSW 2000

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.80
18 Reviews
5
4
3
2
1
4.80
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Jason has given me advice in regard to my parents selling the family home and moving to a retirement village, with the option of moving in to aged care as required. Everything was geared towards my pace, and Jason worked with me when and where I was available. I highly recommend Jason and couldn't have been referred to a better adviser. It was everything I had hoped for."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very pleased with Jason's advice. Jason was very pleasant, friendly and easy to deal with."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason provided advise to my step mother regarding aged care and planning with regard to my father going into a nursing home. his advice was considered and thoughtful and respected the wishes and requirements of my step mother. I would have no hesitation in recommending anyone to Jason as he provided great advice, options to consider and took the time to ensure all parties understood what was being discussed."

  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has provided my family with financial advice for the management of funds as they move towards aged care facilities. He was incredibly kind and considerate towards them both and presented four options to choose from. Jason was also valuable in that he provided some options that we would not have considered. The family felt that Jason held my parents interests as top priority, which we respected."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jason spent a lot of time helping our family with our parents’ complex aged care issues. He was very personable, caring and understanding, showed excellent knowledge and explained things in simple terms. We would highly recommend him to anyone needing advice in the aged care field. Deb"

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having been a previous client of Jason's it came to my attention he now specialises in Aged Care. I immediately contacted Jason as my siblings and I were in the process of investigating aged care options for our parents. Whilst I work in retirement planning myself, and had already done a fair bit of work, I realised I needed professional advice to help us navigate the complexities of the Aged Care system and to ensure my parents weren't financially disadvantage by the decisions we were about to make. Jason guided us through the process, identifying what information we required, what we needed to think about and then identified the various possible scenarios and subsequent financial outcomes. The result has been the confidence (and relief) to know we are making the best decisions for our parents, under what are extremely difficult and stressful times"

  • Government Assistance
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason gave us solid advice on Aged Care strategies for our parents in particular with our Father suffereing Dementia. The advice was in depth, included cash flow scenario's and likely outcomes of particular strategies. Jason took th etime to epxlain strategies to us and included what maybe be availabke through Government support. We all apprecaited his help and in depth analysis."

  • Government Assistance
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jason has been our adviser for over 13 years during which time there have been some very volatile investment periods, including the Global Financial Crisis of 2007-2008. Throughout good times and bad, he has provided calm, considered and reasoned advice and helped us to stay true to our longer term goals and objectives. He is very thorough in his research and analysis and has taken the time to understand our risk tolerance, both at commencement and through our life cycle progression. He is a person of integrity and one who places his clients' best interests at the forefront of his advice."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are a husband and wife, as well as business partners in a professional services firm. Jason has helped us with our personal insurance, investment portfolio and general financial planning. He provided advice and support around our SMSF. We have worked with Jason for over 13 years and have been delighted with the experience. He is very knowledgeable and has a lot of common sense. He is always contactable and conducts himself with the utmost integrity. We cannot recommend Jason highly enough!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jason has been our financial adviser for over 10 years. We have always found him to be very competent and given us his full attention and advise us what would be best for us at all times. He has been a great support in financial and personal help. I would recommend him without hesitation."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2011

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Southern Cross University (SCU)
Completed
1997

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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