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There is so much misinformation about retirement living. Navigating a complex framework, usually under emotional circumstances is a challenge.
We step in to help with the financial aspects so you can stay focused on the best care outcomes for your loved one.
As a licensed financial planner, we have access to specialist products which can complement retirement village living.
Due to the complexities of aged care services Oakwood will aim to provide common sense solutions that provide the best outcome overtime.


Where do we begin?

  1. Tell us what you want to achieve.

  2. We will calculate the costs and how the process works.

  3. What assets to sell and what to keep.

  4. Finally, we confirm the transition arrangements so that you understand the funding process and identify any challenges along the way.

  5. Assist with the Implementation of any financial services needed 

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