I'm Jason Burley, a Senior Financial Advisor with over 25 years of experience helping clients navigate complex financial decisions. In 2021, I founded Burley Aged Care Advice to provide specialist support for individuals entering aged care and the families supporting them.
I understand how overwhelming it can be when a loved one can no longer live independently. The financial implications—aged care fees, Centrelink, cash flow, tax, and estate planning—can add to the emotional stress.
My role is to simplify this process by helping clients understand their options, make confident decisions, and secure better financial outcomes. Whether you're planning ahead or facing a sudden change, I work with you to ensure the best possible care, clarity, and peace of mind.
I offer in-person meetings for local clients, and video conferencing via Microsoft Teams for those further away—making expert advice accessible wherever you are.
I use Adviser Ratings to gather and store my testimonials. Please click on the button to be taken to my Adviser Ratings site (and then click the 'Reviews' tab).
I use Microsoft Teams for video conferencing to hold meetings. You can select a convenient time by clicking the booking link below.
Here are your options:
I also offer in-person meetings as an option. I live in Emerald Beach NSW and am happy to travel to meet you within a one-hour drive.
If you need me to travel further, additional fees may apply.
Please reach out to me via email jason@burleyagedcareadvice.com.au or phone 0431 414 799 to schedule a meeting.
Check out this great short video which shows the role of an aged care financial planner.
What will aged care cost and will it impact the pension ? Is it affordable?
What do I need to tell Centrelink?
I can help you understand the different ways of paying for care, including cashflow comparisons and projections. For example, can I afford to keep my home ?
I can consider available investment options that may improve your pension / DVA and reduce your aged care fees.
Please contact me if you prefer to have a discussion or have questions prior to booking a meeting.
Burley Aged Care Advice Pty Ltd is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
Burley Aged Care Advice and Count Financial respects your privacy and is committed to protecting your privacy.
Financial Services Guide
V24.02 1 March 2024 (pdf)
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