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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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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?

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...

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,...

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.

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

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...

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