Personal Testimonials
Lance Bosch
Managing Director, MBS ENVIRONMENTAL
Following this initial consolidation of my insurances, Dave has provided me with regular updates, renewal notifications and offers to review my personal insurance requirements such that any decisions on my cover and renewals have been able to be made in a timely and informed manner. Any specific requests for revised quotations or queries on premiums that I may have are acted upon that same day with details provided by the relevant insurance provider in a matter of days.
Dave has an unassuming, friendly and helpful manner which, as an insurance consumer, makes the experience as seamless and pleasant as possible. His hands on approach and knowledge of my personal circumstances allows a one-on-one communication which gives me the confidence that my best interests are being looked after all the time.
I am always very happy to refer Dave to any member of my family, friends and colleagues in the knowledge that they will get a prompt and complete service of all their personal insurance needs.
Cole Maguire
CKA Risk Solutions
I have worked in the general insurance industry for 27 years and was one of four Director’s / Shareholder’s of a Perth based general insurance broking firm, CKA Risk Solutions Pty Ltd (CKA).
During my career, I’ve had extensive dealings with life brokers throughout Australia and without question, Dave Roberts and his team at Life & Benefits are the best I’ve ever experienced. Dave has been managing my personal insurance’s for over 8 years and throughout this time Dave has proven to be very reliable, knowledgeable, effective and attentive to my needs. These are the qualities one would expect from their life broker. There is however, one attribute that Dave has which gives me great peace of mind – Trustworthiness.
Dave always has the best interests of his clients at heart, he’s not a ‘pushy salesman’ and never recommends insurances that are unnecessary or inappropriate. Dave is highly respected within the insurance industry and this coupled with his technical expertise, ensures he achieves the best possible insurance coverage and premiums for his clients. I can therefore recommend Dave Roberts without any reservation whatsoever.
Hanru du Plooy
Owner Mufasa Biltong
I am absolutely delighted with Cameron Aldus's service. It is really refreshing to work with a financial adviser who is truly interested in his client’s needs, circumstances and preferences. What really impressed me was the way he took the time to get a feeling for where we were at, his depth of knowledge, lateral thinking and his common sense approach. Cameron’s professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend his services whenever possible.
Richard Wolton
Business Development Manager , Regal Transport
I took out Income Protection & Life Insurance Policies with Oakmont (formally Life & Benefits) when I arrived in Australia 20 years ago. I have been very fortunate not to have had to claim against these policies.
I’ve stuck with Oakmont because, it is extremely comforting to know that should my family have to claim against my Life Insurance Policy, they will not be dealing with a stranger. They will be dealing with somebody they have come to know well, somebody who has taken the time to get to know me and my family.
Lynda MacPherson
Manager , Simmonds Le-Fevre Accountants
Dave Roberts and his team at Oakmont have been looking after my personal insurances for over 15 years. I have always found them to be professional, knowledgeable, courteous and helpful.
I regularly refer our own clients to Dave and have had nothing but positive feedback. I would thoroughly recommend Dave to anyone needing personal insurances.
Andrew White
Managing Director, Mobile LNG Pty Ltd
This part of my life seems to be always something that i’m too busy to keep in order and that is what I most appreciate about the Oakmont team. I feel that I get a personal service tuned to my needs and always in time to make sure that things are in order should something untoward happen.
It’s the peace of mind this provides that works for me and although I may be hard to track down for necessary responses at times, the diligence of the Oakmont team works without disturbing or interrupting my focus on my business and this is much appreciated.
Richard Stark
Customer Development Executive
Colgate Palmolive
Steve Roberts helped me with my Life and Disability insurance after I was involved in a very serious accident and I had been off work for a long period of time. I had put off getting insurance because I thought it would be complicated and confusing and I didn't understand what I needed. Steve's in depth knowledge of the different options available to me and his willingness to explain things clearly made setting up my Life and Disability insurance a breeze.
I walked out of his office with the confidence that I had the most suitable cover for my needs and I was seriously regretting not having gone to speak to Steve sooner. I would definitely recommend Steve and Oakmont Financial Planning as the whole team made me feel comfortable and helped me through the process.
Wendy Henderson
Retiree/Former Teacher
Te
My husband and I have worked with Cameron for approximately 10 years. He has always been extremely professional and transparent when helping us initially to plan and grow our finances leading up to our retirement.
Now we have retired he and his staff members have been" lifesavers " when it comes to the complicated maze of processes that are required to manage our funds. It saved my sanity. When I ring with a question I am always treated with respect and understanding.
We had no idea of how to approach things and this has given us confidence to enjoy life and not worry about our future.