A clear course of action through difficult decisions.

"Jason was professional, warm, compassionate and highly efficient. We were struggling with what, to us, were complex options, and Jason was invaluable in his advice enabling us to navigate our way to a much clearer view of those options. His final advice was clear, comprehensive and laid out paths for us that we are sure we can follow with confidence. Jason has taken a load off our minds. Hello again, sleep!"

★★★★★

"Jason is professional in his approach yet friendly and easy to communicate with. HIs language is uncomplicated yet at the same time he is able to explain concepts fully so that I could understand. HIs final report was easily understood.

He is punctual and clear with appointment times."

★★★★★

"Jason from the outset was very professional, compassionate and understanding. He articulated himself very well which allowed us to provide all suitable and relevant information. Assessment was speedy and presentation was very accommodating based on our availability. He has since responded to many questions, additional scenarios and us seeking clarity with ease and a wealth of knowledge. Thank you Jason. I certainly would be an advocate to recommend you to all."

★★★★★

"Jason's advice on the financial aged care options for my Mum were comprehensive and covered options that we had no idea of. He took great care to explain a complex system with compassion."

★★★★★

"Jason's solid background and expertise in understanding the complexities of the aged care system and his calm demeanour was just what we needed to point us in the right direction after our Dad's admission into residential aged care."

★★★★★

"Jason's advice to my brother and I regarding our Father's aged care financial position was excellent. The aged care world is extremely complex and Jason is clearly an expert in this area and provided us with the advice and guidance we needed to move forward and ensure our father's financial wellbeing upon entering permanent aged care. We cannot recommend Jason highly enough."

★★★★★

"Jason was exceptionally understanding & respectful of our Mother’s circumstances and our efforts to protect her financial interests while best meeting her care needs. 

He is very approachable and explains everything clearly. 

We would highly recommend his services"

★★★★★

"Jason was highly recommended by a friend when looking for financial advice, specifically in relation to aged care funding. He provided thorough advice on the funding options available, taking into account my father's financial circumstances, and helped my family understand the pros and cons of the various options available."

★★★★★

"Jason was very affable, friendly and extremely competent in his knowledge of aged care financial planning. He presented various scenarios which provided options which the family are now able to consider to choose the most appropriate path forward to ensure effective care is available."

★★★★★

"We were very fortunate to be find Jason Burley when we were looking for guidance about the financial aspects of our mother’s move into Aged Care. Jason was able to assess our mother’s situation and provide clear advice about the alternatives, with each strategy projected for five years. It was the information that we needed, provided efficiently via online video conferences, and in a very accessible format. We would recommend Jason to anyone facing the same decisions about a move into Aged Care."

★★★★★

"Jason’s knowledge of the aged care landscape is second to none. His ability to explain everything clearly and precisely is exactly what we needed. His in-depth analysis on the options available was invaluable. He is personable and patient. I would highly recommend him."

★★★★★

"Jason was very calm and understanding in his approach to what was an anxious topic for me. He left no stone unturned as he checked and cross checked details of our income, which was not straight forward and this gave me confidence the advice he would provide would be correct. After lots of deliberations and calculations Jason presented me with 4 case scenarios and I am happy to say one of those scenarios has placed me in a state of calm and I will be moving forward with his advice."

★★★★★

"We sought Jason Burley's advice on how to financially manage my 91 year old sister's transition to care. For a self funded retiree such a transition is extremely complex and Jason was able to assist us in navigating a path and explaining the procedure."

★★★★★

"Jason is like an old friend who helps with your financial needs and information in a timely and professional manner."

★★★★★

"He was easy to understand and gave us some good advice concerning my sister's financial needs as she entered aged care. I thank him for his advice and explanations concerning my sister's financial needs in years to come."

★★★★★

"I have been following Jason's regular article in the local FOCUS magazine for some time now and felt he had a very broad range of knowledge and understanding of the complexities of Retirement needs and Aged Care. Jason was very patient in explaining things as simply as possible for us to understand and was meticulous in his presentation to us. We feel much more confident now in preparing for our future years ahead."

★★★★★

"Jason was clear and concise with advice presented to me regarding my Dad's aged care finances. Also found the recording of the presentation very helpful to review the break down of the document. Many thanks."

★★★★★

"Jason is a clear expert in the aged care financial field. He provided us with comprehensive, relevant and easy to follow advice in a complex setting and was always a pleasure to deal with. I would highly recommend Jason to anyone looking for this type of advice."

★★★★★

"Jason provided lots of good financial advice regarding our older brother who had developed dementia and had to move from his home into aged care. We had to sell our brother's unit to fund his move into aged care, and also manage the residual so that it will pay for all our brother's living expenses in the future. Aged Care is a complicated system and there are many different costs depending on each individual's circumstances and Jason provided a clear breakdown of several options so we could choose the best one for our brother.”

★★★★★

"Jason was nice and friendly to deal with, he certainly knows what he's talking about. He spent the time to make sure my Father understood the options clearly, nothing was rushed, and the report was amazing. Thank you"

★★★★★

"Jason was extremely professional, prompt and helpful with a very thorough Statement of Advice in relation to my dad's financial affairs, and funding for his aged care needs. My dad is a self funded retiree and his financial situation was quite complex. I would highly recommend Jason's services, the recommendations he provided were thoughtful, considered and relevant. Jason is also very personable and reliable with timeframes and appointments."

★★★★★

"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 situation."

★★★★★

"I feel that Jason cares about me as a person, and not just as another client, and that he really has my best interests at heart. He makes sure that he understands my needs and wants, before explaining which solutions are best for me. It is very reassuring to know that I can rely on his expertise should I need it for future major life decisions."

★★★★★