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Aged Care

Investing is a strategy used to build wealth and provide financial security. It can be complex and there are many options to choose from, so it is important that you have the right professional advice.


It’s important to ensure you know all the facts and take some time to plan to make sure you make the right decisions at this challenging time. Oakmont Financial Group has Aged Care Accredited Financial Advisers who can meet with you to formulate a plan that considers all of your aged care funding options.


Our plan will incorporate:

  • negotiating the payment of an accommodation bond or

  • an accommodation charge

  • the applicable daily care fees

  • the calculation of Income Tested Fees

  • minimising these costs and charges where possible

  • planning to make care affordable in both the short and long term.

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