Blog

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

Oakmont Financial Group

Apr 26, 2022
3 min

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

24 views0 comments

How Do Gifting & Inheritance Affect Your Age Pension?

Oakmont Financial Group

Feb 15, 2022
3 min

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.

4,965 views

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

Oakmont Financial Group

Dec 7, 2021
3 min

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?

112 views0 comments

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

Oakmont Financial Group

Oct 5, 2021
4 min

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...

58 views0 comments

Intestacy Rules In Western Australia: What You Need To Know

Oakmont Financial Group

Aug 17, 2021
4 min

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,...

416 views0 comments

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

Oakmont Financial Group

Jun 30, 2021
3 min

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.

47 views0 comments

Insights Into The Perth Property Investment Market in 2021

Oakmont Financial Group

May 18, 2021
4 min

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

45 views0 comments

Why Insurance Is Critical To Great Business Succession Planning

Oakmont Financial Group

Apr 20, 2021
4 min

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...

59 views0 comments

Why Business Succession Planning Makes Sound Business Sense

Oakmont Financial Group

Mar 10, 2021
3 min

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..

31 views0 comments

Oakmont Financial Group

Feb 2, 2021
3 min

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

47 views0 comments

Why Income Protection Insurance Is Worth Your Time & Money

Oakmont Financial Group

Nov 24, 2020
4 min

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

23 views0 comments

The Australian Dollar And The Impact Of Coronavirus

Oakmont Financial Group

Oct 27, 2020
3 min

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.

47 views0 comments

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

Oakmont Financial Group

Sep 23, 2020
3 min

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.

27 views0 comments

Doing What Is Important To Safeguard Your Money

Oakmont Financial Group

Aug 25, 2020
3 min

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

17 views0 comments

The Value of Financial Advice to Guide Your Changing World

Oakmont Financial Group

Jun 23, 2020
3 min

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

54 views0 comments

Leading Life With Confidence Through & Beyond The Coronavirus Outbreak

Oakmont Financial Group

May 19, 2020
3 min

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.

39 views0 comments

Coronavirus Support: You Can Count On Us

Oakmont Financial Group

Apr 12, 2020
3 min

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.

41 views0 comments

How Coronavirus Can Impact Your Financial Future

Oakmont Financial Group

Mar 11, 2020
3 min

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

52 views0 comments

Why There is No Substitute for Trust in Finance

Oakmont Financial Group

Feb 25, 2020
3 min

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

29 views0 comments

5 Pillars Of Successful Retirement Planning

Oakmont Financial Group

Feb 11, 2020
3 min

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.

61 views0 comments

admin@oakmontfg.com.au

(08) 6244 0180

Blog

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).