Oakmont Financial Group | Oakmont Financial

Providing peace of mind through tailored financial advice.

At Oakmont, we develop long term relationships that support you no matter how simple or complex your needs. We customise solutions to reflect your personal or business situation, giving your financial goals the best chance of success. As a valued client, you will have access to both your adviser and our experienced customer services team who are an integral part of your personalised services.

We want you to be free from money worries so you can move through life with confidence. Make bold decisions, do what's appropriate for you rather than what's neccesary, handle the tough times with compassion and resiliance, and enjoy all the good times to the fullest. With our guidance, support and sound financial strategies in place, this is no pipe dream - this is achievable.

Our Services

We help make the complex, simple.

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Cashflow Planning

Retirement Planning

Wealth Management

Separation Planning

Personal Insurance

Business Insurance

Employee Benefits

Project Adviser

Core values guide our actions:

Your interests come first, always.

We act honestly, ethically and with integrity.

We strive to provide the highest possible standard of service.

Julie and Paul Tognolini

Over many years you have been advising us on how to best make policies work for us at each stage of our working and business lives. As part of these reviews we took the opportunity to take out Trauma Cover and whilst at some stages thought that it would not be needed we have now been proved wrong and have now received the claim that will allow us to concentrate on my recovery from Breast cancer.

Knowing that back up is there will ease any financial pressure that may impact on our everyday life. So we send a big thank you for all your advice and encourage others to at least think that it may just happen when you least expect it. Thank you to the Oakmont team for ensuring the claim was processed in such a speedy manner.