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Our team works closely with you to create a personalised plan that secures your future.
Cashflow Planning
Often overlooked, cash flow planning is the cornerstone to a sound financial plan. Working closely with you, we look to analyse your in-flows and out-flows, highlighting opportunities for surplus cashflow to ensure you are maximising your income potential.
RETIREMENT PLANNING
Spending those golden years should be a worthwhile experience. This is where retirement planning comes in, ensuring your retirement years are stress free and king size.​
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Wealth management
Whether it be Superannuation or external investments, we have the ability and specialist experience to manage your portfolio with a pro-active approach, tailored to your goals and life stage.
SEparation PLANNING
Navigating a separation can be complex, especially when it comes to finances. Seeking expert financial advice to understand your options is crucial to ensure fair asset division and long-term stability.
Employee Benefits
From Group Salary Continuance and Group Life to Corporate Executive Offerings, we are proud to be an industry leader in this space. Our 30+ years of experience has resulted in refined systems and processes that ensure seamless implementation and ongoing coordination of requirements.
BUSINESS INSURANCE
There are many complex issues regarding key person and business succession insurance. These issues should be considered by any business with multiple owners or key employees that would significantly impacted by an unexpected departure.
Personal Insurance
We call it our tailored wealth protection strategy and it works for you - whether you are a single person climbing the corporate ladder, a young couple accumulating wealth or a mature family with significant assets.
Project
adviser
Where a client is unfamiliar with the process of setting up shareholder and/or business succession agreements, arranging valuations and managing the process from beginning to end - Oakmont has a solution.
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