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Affordable retirement living

Affordable retirement living

offering a comfortable & carefree lifestyle

Peace of mind

Peace of mind

that our tenure is 100% secure

Choices to suit you

Choices to suit you

we’ll help guide you every step of the way

Community Facilities Maintained

Community Facilities Maintained

Manager on Site Daily

Manager on Site Daily

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This feels like the right choice...

Because we know not everyone is the same, Oak Tree Retirement Village Warwick offers different purchase options to help meet different financial needs and circumstances. This allows more people to afford and enjoy a care-free retirement lifestyle with Oak Tree. Many Oak Tree residents have capital left over from the sale of their family home.  

Your costs to purchase a home at Oak Tree Retirement Village Warwick include:

  1. Purchase Price – payable upfront
  2. Exit Fee – payable when you sell your villa
  3. General Service Charge – payable throughout your length of stay

A choice of two purchase options is available:

Traditional Option
Purchase your villa at a discounted price and take no share in the capital appreciation of the villa at time of resale. An exit fee applies and is calculated on your original purchase price. The exit fee payable is a maximum of 26% and formulated at 5% for the first two years and then 4% for each subsequent year up to 6 years.

  • Year 1: 5%
  • Year 2: 10%
  • Year 3: 14% 
  • Year 4: 18%
  • Year 5: 22%
  • Year 6: 26%

Standard Option
Purchase your villa today and share in the capital appreciation gained overtime.

An exit fee is payable and calculated on the value of the villa at the time of resale (upon leaving the village). This value is agreed upon by the resident and Oak Tree.

The exit fee payable is a maximum of 26% of the resale value and is calculated as follows:

  • Year 1: 5%
  • Year 2: 10% 
  • Year 3: 14%
  • Year 4: 18%
  • Year 5: 22%
  • Year 6: 26%

Balanced Option:
Capped at a maximum rate of 36% for the first six years, the exit fee is applied to your purchase price (or ingoing contribution)

When you leave the village, your villa will be resold to a new resident and any capital gain in the value of your villa and costs required to reinstate the villa for resale will be shared equally between up you and Oak Tree.

This is a true partnership option.

  • Year 1: 6%
  • Year 2: 12%
  • Year 3: 18%
  • Year 4: 24%
  • Year 5: 30%
  • Year 6: 36%
 

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