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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.

KNOW THE FACTS

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

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.

DISCLAIMERS   |   AUPFS   |   PRIVACY   |   CONTACT

The information/advice provided in this Website is General Advice Only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the products mentioned, and consider the statements before making any decision about whether to acquire products.

Oakmont Financial Group Pty Ltd (ABN 31 164 365 995) trading as Oakmont Financial Group is a Corporate Authorised Representative of Personal Financial Services Ltd  (ABN 26 098 725 145 | AFSL 234459).

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