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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).

Services

PERSONAL INSURANCE

We call it our tailored protection strategy and it works for you - whether you are a single person climbing that career ladder, a young couple accumulating their wealth, or a mature family with significant assets.


BUSINESS INSURANCE

A growing business can have complex requirements - succession planning, employee benefits, key person insurance. Our expertise in business insurance means we will always know the exact cover you need.

 

RETIREMENT PLANNING

Spending those golden years of your life should be a worthwhile experience. This is where retirement planning comes in, towards ensuring that your retirement years are stress-free and king-size.
 

SUPERANNUATION

Super can be a great tool in achieving your financial goals, no matter how extensive they are. All you need to know are the right opportunities to take advantage of and the skills to manage your fund with clarity.

 

INVESTMENT

Whether it is about growing what you already have or gaining greater financial security, investment can be an effective strategy. With the right advice that we provide, it can be the cornerstone of your immense success.

AGED CARE

Our aged care financial services are designed to eliminate stress through proper financial management. With us in your corner, you can be assured that you and your family will enjoy long-term returns and benefits.

 

SOCIAL SECURITY /CENTRELINK

Qualifying for government benefits can be an added advantage. The key is to understand and identify which ones you may qualify for as an individual or family. Our team of experts can help you with this crucial activity.