Hi.. I am a Senior Financial Advisor with 22 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 firstname.lastname@example.org to discuss your aged care needs.
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.
Jason was recommended to me by my lawyer and also by the aged care facility Mum was going in to. Jason's knowledge regarding the complex journey of navigating someone you love into a care home was fantastic. I would recommend Jason without hesitation to anyone in a similar situartion,
Jason is very knowledgeable and professional. He was respectful and kind when talking to my father in law about his needs, both current and future and put us all at ease. He helped us navigate a very complex aged care system and simplified everything. We now feel confident moving forward that my father in law has the necessary tools and understanding of the system to be able to live comfortably and independently. We would highly recommend Jason Burley and his services in the aged care sector.
Jason was very helpful and patient he put things into perspective for us which enabled us to make informed decisions. Would definitely recommend Jason.
I have and will continue to highly recommend Jason’s service. The Aged Care system is complex. Superannuation and it’s impacts on Aged Pension and Aged Care costs is also highly complex. We asked Jason to advise us on how to best manage my Mother’s financial affairs, including whether to sell or retain her home.
Jason listens carefully, asks detailed and thoughtful questions then goes away and prepares a thorough report. He then meets with you and clearly explains all elements of the report.
Jason’s manner is friendly, clear and carefully paced. He balances this with professionalism, knowledge and a thorough understanding of all financial elements in question. Jason independently sort additional information to supplement the information we provided in order to produce a more detailed set of options.
Jason’s use of technology allowed our entire interaction to be managed remotely. This was simple and effective. We still felt connected, heard and understood.
I highly recommend Jason and his service and sincerely thank him for his assistance in what can be a very stressful time.
I used Jason's services to help advise me on an Aged Care advisal for my mother. It is a very emotional and trying time to have a parent aging and needing your help more than ever. I found Jason not only to be really knowledgeable in his field, but he also had this way of talking to you that makes you feel relaxed. He showed how patient he is - as I am not as technically sound as others may be. Jason explained everything in such an easy way to understand, without being condescending or patronising. Jason was able to draw up 5 different options that suited our needs, he took the time to explain each option and also advise on which option would make the most financial sense in meeting our needs. He has the ability to talk to you in such a calm but informative manner, he shows he also has a sense of humour - which is often needed when dealing with such matters as Aged Care. I would and do totally recommend Jason's services to all that ask, I truly did appreciate all that he did for us. He really is good at what he does and completes everything in a very timely manner, too. I am really happy that he was recommended to us by another person who used his services prior to us. Well done, Jason. We wish you well.
- Adviser status Platinum
- Number of reviews 43
- First year providing advice 2000
- Years of experience 23
- Graduate Diploma of Financial Planning
Burley Aged Care Advice91 Smiths Rd
Emerald Beach, NSW 2456
- 9:00am – 4:00pm Monday – Friday
Count Financial Limited