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Supporting Small Businesses: The Link Between Small Business Finance & Economic Recovery

Oakmont Financial Group

Apr 26, 20223 min read

Supporting Small Businesses: The Link Between Small Business Finance & Economic Recovery

Experts believe that bolstering & supporting our small businesses with finances and good policy-making can lead to a robust national economy

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How Do Gifting & Inheritance Affect Your Age Pension?

Oakmont Financial Group

Feb 15, 20223 min read

How Do Gifting & Inheritance Affect Your Age Pension?

You may want to give your loved ones a financial helping hand. Or receive an inheritance. Here's how to avoid compromising your Age Pension.

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Age Pension and entitlements: Do Australians rely on Age Pension?

Oakmont Financial Group

Dec 7, 20213 min read

Age Pension and entitlements: Do Australians rely on Age Pension?

Age Pension provides income support to older Australians who need it. But do Australians really rely on Age Pension? If so, to what extent?

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Trauma Cover & Income Protection: Do You Really Need Both?

Oakmont Financial Group

Oct 5, 20214 min read

Trauma Cover & Income Protection: Do You Really Need Both?

Trauma cover and/or income protection? The differences may be subtle for a lay person, but there are certain and lasting implications to...

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Intestacy Rules In Western Australia: What You Need To Know

Oakmont Financial Group

Aug 17, 20214 min read

Intestacy Rules In Western Australia: What You Need To Know

Estate planning, Wills and Succession planning – aren’t the easiest or the most interesting of subjects to grasp and implement. However,...

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What’s in store: Insights into the New Financial Year 2021-22

Oakmont Financial Group

Jun 30, 20213 min read

What’s in store: Insights into the New Financial Year 2021-22

The new financial year 2021-22 is here– a crucial annual milestone that signals the start of a new beginning and a new term for Australians.

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Insights Into The Perth Property Investment Market in 2021

Oakmont Financial Group

May 18, 20214 min read

Insights Into The Perth Property Investment Market in 2021

It's an interesting time to be in the Perth property investment market, given the impact of the pandemic and how things are poised to evolve

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Why Insurance Is Critical To Great Business Succession Planning

Oakmont Financial Group

Apr 20, 20214 min read

Why Insurance Is Critical To Great Business Succession Planning

Last month we covered all the nitty-gritty of business succession planning and why it is important for your business – small, medium or...

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Why Business Succession Planning Makes Sound Business Sense

Oakmont Financial Group

Mar 10, 20213 min read

Why Business Succession Planning Makes Sound Business Sense

It is important to be able to protect your business and ensure its continuity, look after the welfare of your staff & employees as well as..

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Oakmont Financial Group

Feb 2, 20213 min read

Money Management Strategies For 2021

Australia's economy is emerging from last year's crises. This is a good time to implement money management strategies that will work for us

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Why Income Protection Insurance Is Worth Your Time & Money

Oakmont Financial Group

Nov 24, 20204 min read

Why Income Protection Insurance Is Worth Your Time & Money

Our income is important to us. It brings us financial independence and security and helps us provide for our families. It's worth protecting

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The Australian Dollar And The Impact Of Coronavirus

Oakmont Financial Group

Oct 27, 20203 min read

The Australian Dollar And The Impact Of Coronavirus

The Australian dollar, just like many Australians, has suffered the impact of some major international and domestic events this year.

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Benefits Your Advisers Bring To The Table During And After COVID-19

Oakmont Financial Group

Sep 23, 20203 min read

Benefits Your Advisers Bring To The Table During And After COVID-19

In this blog post, we cover some of the many benefits that financial advisers bring to your table, especially during these tumultuous times.

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Doing What Is Important To Safeguard Your Money

Oakmont Financial Group

Aug 25, 20203 min read

Doing What Is Important To Safeguard Your Money

We're doing what it takes to safeguard our health. It is only prudent to be thinking about safeguarding our money too at such a time as this

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The Value of Financial Advice to Guide Your Changing World

Oakmont Financial Group

Jun 23, 20203 min read

The Value of Financial Advice to Guide Your Changing World

As we grapple with a new world that is still emerging from the coronavirus outbreak and its impacts, we approach it with curiosity & caution

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Leading Life With Confidence Through & Beyond The Coronavirus Outbreak

Oakmont Financial Group

May 19, 20203 min read

Leading Life With Confidence Through & Beyond The Coronavirus Outbreak

As we emerge from the thick of the coronavirus outbreak, we're seeing the face of a new, transformed economy that's significantly different.

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Coronavirus Support: You Can Count On Us

Oakmont Financial Group

Apr 12, 20203 min read

Coronavirus Support: You Can Count On Us

As the situation continues to evolve, our objective is clear– to support you to the best possible extent with relevant information & advice.

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How Coronavirus Can Impact Your Financial Future

Oakmont Financial Group

Mar 11, 20203 min read

How Coronavirus Can Impact Your Financial Future

As the coronavirus pandemic continues to unravel, you may feel concerned about negative implications for your finances. Talk to your adviser

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Why There is No Substitute for Trust in Finance

Oakmont Financial Group

Feb 25, 20203 min read

Why There is No Substitute for Trust in Finance

For financial organisations, trust is a key strategic asset. It strengthens customer relationships and fosters deeper, meaningful engagement

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5 Pillars Of Successful Retirement Planning

Oakmont Financial Group

Feb 11, 20203 min read

5 Pillars Of Successful Retirement Planning

Despite the obvious benefits of retirement planning, as per a study, only 44% of Australians over the age of 40 years are actually prepared.

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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).