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The information/advice provided in this Website is General Advice Only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the products mentioned, and consider the statements before making any decision about whether to acquire products.

Oakmont Financial Group Pty Ltd (ABN 31 164 365 995) trading as Oakmont Financial Group is a Corporate Authorised Representative of Financial Services Partners Pty Ltd (ABN 15 089 512 587 | AFSL 237590).

Claim Testimonials

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 Mark and your team for ensuring the claim was processed in such a speedy manner. Julie and Paul Tognolini

Dr Sven Thonell (Vale)

Radiologist

Princess Margaret Hospital

 

Many years ago I took out income insurance and life insurance policies with your help. Now I cannot in words express my appreciation for all the help I have received from you with successful claims of those policies.

I am now in the terminal stages of my illness, my debts paid and able to leave my wife and family with sufficient funds for a comfortable life ahead.

Your personal and friendly service during this time has been an important factor, and one of the reasons why I would have no hesitation in recommending you to colleagues and friends.

Alan Krawitz

Partner , Norton & Smailes Lawyers

 

After I finished university my parents encouraged me to meet with you to discuss insurance. That was over 11 years ago. Over the years my cover has increased with my changed circumstances. You have always been there to guide me through the decision making process.

The real importance of insurance hit home when dad was told by his doctor that he was no longer able to work. Fortunately dad had TPD and income protection insurance which he had taken out on your advice many years earlier. The insurance proceeds received under those policies has allowed dad to enjoy life free of financial stress. I hate to think what the situation would have been had he not taken out those policies.

Dave, you are the person I trust for my family’s insurance needs. You are honest, knowledgeable, responsive, reliable, friendly and caring. I am pleased to recommend your services to others.

Leigh Robinson 

Director, Taylor Robinson Architects

 

My first contact with Life and Benefits and Dave Roberts was approximately 9 years ago when he assisted me with the various array of personal and business insurances.

In those early years I was unsure about the real benefits of income and life insurance but Dave’s professional manner and advice convinced my business partner and I of their importance as part of sound financial planning for the business and our families. Unfortunately in February 2010 my wife passed away suddenly following a complication soon after her first chemotherapy treatment for breast cancer.

Dave’s thoughtfulness, compassion and efficiency in arranging the insurance payment was greatly appreciated especially at a time of such emotional stress. The friendly and professional service from Dave and the Life and Benefits team continues to this day and I would have no hesitation in recommending them to my business colleagues and friends.

Kirsten Williams

Office Manager, Inspect My Home

 

We have worked with Dave Roberts and Lisa Duthoor at Life and Benefits since 2010.  They assisted us to set up our personal insurances and ensured that we have appropriate and comprehensive cover where we need it.

We have always been impressed with their organisation and efficiency but even more so when we needed to make a claim in 2014 following a skiing accident.  Lisa liaised with the insurance company on our behalf and ensured a speedy and uncomplicated settlement at a challenging time.

We would have no hesitation in recommending Life and Benefits and in particular Dave and Lisa, as a group who take real interest in their clients and do their very best to ensure those clients are protected.

Colin West

Scarborough  WA.

 

I recently placed a claim on our Trauma policy after completing 6 months of Chemotherapy treatment for leukaemia. When we took out the policy a few years ago we hoped we'd never need it, but you never know.

 

Our advisor, Steve Aldus, assisted us to make the claim, which was approved promptly and we received significant compensation. Thanks to Steve for your help and financial assistance through this difficult period for my wife, my family and me.

Bianca Le Clos

 

Without Dave, I am sure my children would now be on the streets or in an orphanage, following tragic events. Fortunately I had a policy and a broker whom has gone beyond the call of duty to ensure my wellbeing.    I certainly could not recommend him enough.   He has been a saviour in my darkest hour and has certainly fought my case when I couldn’t have.   I would suggest that anyone considering taking out a policy should go through a broker and certainly if you want a cut above the rest I would recommend Dave Roberts.

Rhett Tindall

 

Much to my amazement having always been the picture of health and enjoying a successful career, at the age of 48 I was suddenly struck by a debilitating arthritic illness. This has seen me on a 3 year journey resulting in my immediate inability to work and ultimately with a diagnosis of Advanced, Metastasised Prostate Cancer. Its been a hell of a journey! Throughout it the one rock solid saviour has been my good fortune to have Mark as my insurance broker, knowledge source of insurances, claims and all aspects of financial matters pertaining to illness and insurances. To be honest he has been my friend and guardian throughout both the financial and personal sides of my challenge. 

I am well on the way to recovery now, in probably a large part this has been truly aided by not having the stress of severe financial hardship to deal with whilst going through it. Thanks to Mark I was well looked after both in the policies that he originally advised and guided me to set up but even more so in his unyielding help and determination to make sure I was looked after financially in my dire time of need. 

Marks ethic, friendliness, understanding and care are amazing. Never was anything too big or too small for Mark to help me with and never was there an unanswered or unreturned phone call. Whether he was on holiday, on a golf course or busy he took my calls or returned them promptly. To say that Mark went above and beyond expectations is an understatement. 

Throughout this experience I have had a total of 3 claims all handled easily and professionally by Mark and am now financially secure as a result of his work. Life insurance and having the right guidance in policies and claims will make all the difference if you find yourself in a similar situation. Had I had the added stress of severe financial hardship things may very well have worked out differently with my recovery. 

I cannot recommend Mark highly enough as a truly caring and professional force to have at your side in your deepest and darkest time of need. Further I am more than happy to speak to anyone that would like me to expand on this brief testimonial, Mark can put you in touch with me. 

Thank you, Mark,