top of page
Blog
Search
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
30 views0 comments
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.
5,186 views
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?
116 views0 comments
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...
60 views0 comments
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,...
531 views0 comments
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.
47 views0 comments
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
48 views0 comments
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...
60 views0 comments
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..
31 views0 comments
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
47 views0 comments
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
24 views0 comments
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.
47 views0 comments
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.
28 views0 comments
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
17 views0 comments
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
54 views0 comments
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.
39 views0 comments
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.
41 views0 comments
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
52 views0 comments
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
29 views0 comments
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.
63 views0 comments
bottom of page