Oakmont is the result of a merger of two well-established financial planning businesses. Together, we’ve been providing personalised strategic financial advice for over 30 years to Western Australia and beyond. Rather than being all things to all people, we’re a team of specialists who deliver comprehensive, integrated financial advice. We ensure you get the most appropriate advice and solutions to help protect what’s important to you.

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We provide a broad range of wealth accumulation and protection strategies to an equally broad range of clients, from professionals and families to SMSF trustees and business owners. We work closely with you to tailor a financial plan designed for your specific circumstances and needs, something that provides complete peace of mind.