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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).

Personal Insurance

Your life circumstances can change quickly and accordingly your Wealth Protection needs will change over time. The strategy for a young single person at the start of their career will differ significantly from that of a couple with a young family or a mature person with significant assets. No matter what your situation, a tailored protection strategy provides peace of mind for your short and long term financial security.

RESEARCH

We utilise the latest tools and resources to conduct in depth industry wide research of all products available in the market. 
 
Combining this with our extensive experience and knowledge of the insurance market means we ensure that our advice is appropriate to your individual circumstances and that you are offered the best solution to your needs.

NEEDS ANALYSIS

We can assist you in analysing the appropriate types and levels of cover to suit your current circumstances and priorities. 
 
By considering your personal and financial situation, goals and objectives we will tailor a strategy that meets your individual needs and gives you the peace of mind in knowing that you have the right protection in place.

ESTATE PLANNING

Having adequate life insurance in place to ensure that your family & dependents will not suffer financially in the event of your death is just one important part of the risk management process. Most people have assets to be distributed after they die, or become unable to make their own financial decisions.

 

A well-structured Estate Plan will address issues such as: care and guardianship of your dependents, the distribution of your personal belongings tax effectively and the control and ownership of your home, business and other assets. Please click here for details of our Alliance Partners who can provide expert advice for your Estate Planning needs.

Testimonials

See testimonials from our personal insurance clients