Oakmont Financial Group in Perth, Western Australia | Financial service

Oakmont Financial Group

Locality: Perth, Western Australia

Phone: +61 8 6244 0180

Address: 938 Hay Street 6000 Perth, WA, Australia

Website: http://www.oakmontfinancial.com.au

Likes: 247

Add/Update information

Reviews

Tags

• Financial service

25.01.2022 It is only prudent to be thinking about money and the health and safety of our financial futures at this time. What would living in this economic climate mean for us? How can we respond to rising uncertainty and instability? What would we need to do to safeguard our money? In our latest blogpost, we give you peace of mind with 3 simple ways of safeguarding your money. Follow the link in our profile to read.... . . . #coronavirus #covid-19 #pandemic #finance #financialfuture #financialplanning #health #insurance #investment #financialadvisders #advice See more

24.01.2022 Trust is pivotal in any context. More so in the context of finance. Here it takes a place of great significance and value. In fact, there is no substitute for trust - for financial advisers, financial institutions and even for customers of financial services and products. It becomes the basis of a sound relationship, fostering deeper and more meaningful engagement.... Read more about our perspective on trust in our blog post this week. And how we are doing our bit in bringing it to the forefront. https://www.oakmontfinancial.com.au//why-there-is-no-subst . . . #trust #trustinfinance #corevalue #customersatisfaction #customerrelationship #financialservices #finance #financialadvisers

24.01.2022 Whether youre a young adult getting on the financial front foot, or at the later stages of your career: To support your retirement lifestyle, its important to begin preparing today. Our latest blog highlights the five pillars to set yourself up for retirement success. https://www.oakmontfinancial.com.au//5-pillars-of-successf . . . #retirementplanning #retirementplan #investment #retirement #pension #RetirementIncome #wealthmanagement #estateplanning

22.01.2022 Advice clients are 5.2% a year better off. The research is here! "Advisers generate an average 5.2 per cent extra cash per year for clients regardless of market movements."... Follow this link to read more: https://www.ifa.com.au//28685-advice-clients-are-5-2-a-yea better-off . . . #finance #financialadvisersperth #financialadvisers #advice #value #valueofadvisers #valueofadvice

21.01.2022 We are happy and proud to announce that all advisers at Oakmont have passed the crucial FASEA exam with flying colours, well ahead of schedule! Congratulations, team! Developed and administered by the Australian Council for Education Research (ACER), this exam is a mandatory component of the new education standard that came into effect on 1 January 2019, that all advisers are required to take and pass. It tests the advisers' knowledge on the following key areas: 1. Financial... advice regulatory and legal requirements including the Corporations Act and Tax Agents Services Act (TASA). 2. Financial advice construction incorporating consumer behaviour and decision making 3. Applied ethical and professional reasoning and communication incorporating FASEA Code of Ethics. This is very much in keeping with our vision of service excellence and sound financial advice that is rooted in ethics and integrity.

21.01.2022 The question of trust is more crucial and urgent in today's digital age, begging more attention from us. We have witnessed an unbundling of trust; with the recent media narrative, to pertinent issues (such as online thefts and scams) that have driven this point home. The truth is that "trust" is pivotal. More so in the context of finance. Here it takes a place of great significance and value.... In this week's blog post, we talk about this important subject. And how we are doing our bit in bringing it to the forefront in our practice. . . . #trust #trustinfinance #corevalue #customersatisfaction #customerrelationship #financialservices #finance #financialadvisers

21.01.2022 Perth is emerging from the COVID-19 hibernation. There is a collective sigh of relief as businesses, shops, and restaurants open their doors following the state governments stage-one recommendations. We may still be a long way from business-as-usual, but the future sure seems more optimistic. In our next blog, we want to talk about taking another look at our financial futures in a new light, through and beyond this pandemic. With confidence, assurance and poise.

20.01.2022 The coronavirus pandemic is continuing to shape the way people around the world live their day-to-day lives. Both social distancing and calls to stay at home to avoid unnecessary interactions have meant rethinking how you approach everyday tasks, including managing money. But while contactless payments, online shopping and mobile banking are much discussed, it's imperative that we talk to you about the more pressing question - How do you safeguard your finances during this pandemic? Our upcoming blog will tell you more.

20.01.2022 At Oakmont, we always help our clients with an empathetic approach. As things continue to evolve with the Coronavirus / COVID-19 situation, we want to assure you that we are here for you, and will continue supporting your financial goals during these uncertain times. We have put together a blog detailing how we're operating through this period and how you can reach us when you need to.

20.01.2022 Financial advisers can ensure the best chance at success for your claims. A recent report by the Australian Prudential Regulation Authority or APRA reinforces the value that financial advisers bring to the success of claims the metrics for individual advised claims over the last six months has surpassed those of individual non-advised claims. This year's first blog has all the insights.

19.01.2022 Everywhere you turn, there is talk of either the pandemic or the sure-fire economic recession it is meant to trigger. While we look at all possible avenues to safeguard our health and wellbeing as well as the health and wellbeing of our loved ones, it is also time to consider ways of safeguarding our money. In our latest blogpost, we give you peace of mind with 3 simple ways of safeguarding your money. Follow the link to read. . .... . #coronavirus #covid-19 #pandemic #finance #financialfuture #financialplanning #health #insurance #investment #financialadvisders #advice See more

18.01.2022 The upheaval caused by the coronavirus outbreak has left the world much more severely transformed. If it isn't unfortunate enough that some of us have been struggling with financial issues, managing personal finances has become increasingly complex. Thats why good financial advice is, even more so, a necessity. In our next blog, we discuss the value of good, reliable financial advice and why you should seek it. Do look out for it.

18.01.2022 During challenging times, making financial decisions can feel overwhelming. This is in addition to the ever-growing complexity of personal finance, tax and insurance management. A good financial advisor can alleviate this situation, helping you figure out what is true and what isnt, what works, what matters, what is useful, and what can go wrong. The value that trustworthy financial advice can bring, especially during our current turbulent times, is what we want to let you know of in this weeks blog. . . #financialplanning #tax #wealthmanagement #personalfinance #financialadvice #financialadvisor

18.01.2022 Are you worried that the coronavirus pandemic may impact more than your health? Even your finances? We want to urge caution and prudence. Avoid making decisions based on pure emotion. Reach out to your financial advisers regarding any questions or concerns that you may have. Read our blog post this week for more insights - How can coronavirus impact your financial future? And what can you do to manage its impact on your finances?... . . . #coronavirus #covid-19 #pandemic #finance #financialfuture #financialplanning #health #insurance #investment #financialadvisders #advice See more

18.01.2022 For many Australians, buying their first home marks a significant and memorable milestone. And like most big achievements in life, we usually get there through a series of thoughtful decisions and smart, strategic planning. A new scheme from the Australian Government has been launched on Jan 1st this year, to help first home buyers access the housing market sooner, by lowering the deposit threshold required to enter the market to as low as 5%! Recently weve received a lot of questions regarding this scheme, called the First Home Loan Deposit Scheme (FHLDS). We've put together an informative article that provides insights into the FHLDS. Do take a read: https://www.oakmontfinancial.com.au//financial-considerati

18.01.2022 Just like other commodity-based currencies that faced uncertainties and fluctuations due to changes in global trade and demand for oil, the Australian dollar too has had its fair share of turbulence. Yet, despite all the challenges, the biggest being the coronavirus pandemic, it has stayed resilient. Now, that the AUD seems to be on its way recovering from a COVID-19 induced slump, we take a look at its journey and the several impacts it has faced. Read more in our latest blo...g post: https://www.oakmontfinancial.com.au//the-australian-dollar . . . #coronavirus #covid19 #pandemic #finance #financialfuture #financialplanning #health #insurance #investment #financialadvisers #advice #financialadvisersperth See more

18.01.2022 The Royal Australian Mint has released a beautiful new coin that it is calling the 'donation dollar.' Australian charities are expecting a shortfall in donations during and after the pandemic, and this coin has been designed with this in mind and with an idea to to promote charity among Australians. The "donation dollar" is a specially made $1 coin that has a green centre with a gold ripple design - symbolising the ongoing, positive repercussions that each donation can make.... . . . #royalaustralianmint #royalmint #goldcoin #newcoin #donationdollar #donation #charity #charitablecauses #covid-19 #pandemic #coronavirus #financialadvisders #advice See more

16.01.2022 We, at Oakmont, want to extend our warmest wishes this Easter holiday to you and your family. May this day bring along health, positivity and joy. Happy Easter!

16.01.2022 The coronavirus pandemic is currently the biggest news story around the world. But how much of what we're taking in is fact and how much is fear-mongering? With the glut of non-stop information flowing in, it's hard to know the difference. While were undoubtedly concerned about the obvious health implications, we may also need to consider how this event could impact the world economy and our investments. Even amid scary headlines and big market drops, we must tell you, when it comes to your finances: Dont panic. Our upcoming blog will delve into the important considerations that you need to make in order to alleviate impacts from the coronavirus epidemic to your financial future. Watch this space.

15.01.2022 We know that many of our clients are seeking information and advice on their finances while going through the current coronavirus crisis. We're putting together a blog with the latest information on how we, at Oakmont, can support your financial wellbeing during these uncertain times. Stay with us!

14.01.2022 As a part of Australia's economic recovery plan, the government will be making lending more accessible to us over the next few months. This applies to mortgages, personal loans, and even credit cards! We say - evaluate your needs first before you decide to borrow. Financial decisions, especially during these times, can be disconcerting. We are here to simplify what's complex and guide you when things get confusing.... We are team Oakmont and we are here for you! . . . #finance #financialadvisersperth #lending #loans #credit #covid19 #pandemic #coronavirus #financialadvisers #advice

12.01.2022 Oakmont will continue to be here for you as the COVID-19 situation evolves. We care. And we are always ready to help. We have been closely following advice from the government and closed our office to keep our clients and staff safe. But we are fully operational, albeit remotely. You can reach us via phone and over the internet. This blog details how you can reach out to us, how we can help you and the actions we have taken in view of the current events. Read on: https://www.oakmontfinancial.com.au//coronavirus-support-y

12.01.2022 As we climb out of recession and into recovery, there is some good news for us Australians! The recent GDP figures are encouraging, showing a 3.3 percent rise this quarter as COVID-19 restrictions are being eased across most states and territories. We are not out of the woods yet, but there are sure signs that the winds are turning. Talk to us today about keeping your money safe and growing, even as the economic climate fluctuates.... . . . #financialadvisers #advice #financialadvisersperth #finance #financialfuture #financialplanning #financialsecurity #insurance #investment #coronavirus #covid19 #pandemic See more

11.01.2022 Even with all the unpredictability and dynamism, the year 2019 still proved to be a good year for everyone participating in the market. There was robust and pragmatic policymaking by the government, the financial sector went through considerable change and the industry evolved, redefined itself and came ever closer to serving you better. The year 2020 marks the start of a new decade - as a continuation of the good things that were started in the last decade as well as a begin...ning for newer things that are in tune with the modern era we are entering. Here in this week's blog post, we outline our predictions for 2020 that make it a great year - including trends and important precepts. We are pleased to be sharing this journey with you! https://www.oakmontfinancial.com.au//financial-predictions . . . #predictions #2020 #2019 #newyear #financialjourney #newdecade #financialplanning

11.01.2022 In an initiative that is both foresightful and touching, the Royal Australian Mint has released a new 'donation dollar' coin. This "donation dollar" is a specially made $1 coin that has been designed with an idea to be given to charitable causes. The coin has a green centre with a gold ripple design - symbolising the ongoing, positive repercussions that each donation can make. The Mint has begun pressing 25 million of the charitable coins about one for every Australian! . .... . #royalaustralianmint #royalmint #goldcoin #newcoin #donationdollar #donation #charity #charitablecauses #covid-19 #pandemic #coronavirus #financialadvisders #advice See more

09.01.2022 The Australian Dollar was introduced on 14 February 1966 to replace the Australian pound, with the conversion rate of A$2 = A1. Fast forward to 2016, the Australian Dollar was the fifth most traded currency in Forex markets, riding on the general stability of our economy and political system. So how has the AU$ fared against one of the biggest upheavals the world is facing the coronavirus pandemic? Our next article, coming out shortly, sheds some light on this subject.

09.01.2022 Australia Day is a day to acknowledge our past, rejoice in the present & look confidently to our future. This year we also pay tribute to the incredible strength and resilience of all the Australian people and communities who have been impacted by the devastating bushfires. We are truly blessed to live in such a wonderful country. Happy Australia Day

09.01.2022 The recent GDP figures show an optimistic 3.3 percent rise this quarter! And, Reserve Bank governor Philip Lowe expects the economy to continue growing. This is great news tied to the fact that COVID-19 restrictions are being eased across most states and territories. We know we are not out of the woods yet, but there are sure signs that the winds are turning. Talk to us today about keeping your money safe and growing, even as the economic climate fluctuates.... . . . #financialadvisers #advice #financialadvisersperth #finance #financialfuture #financialplanning #financialsecurity #insurance #investment #coronavirus #covid19 #pandemic See more

08.01.2022 Retirement is a brand new chapter to look forward to in your lifetime. Its the opportunity to do all the things - travel, spend time with family & friends or pursue that hobby we didnt have time for when we were busy building a career and raising a family. What is crucial to this vision is that it requires organisation, preparation and planning. Retirement Planning may not be half as exciting as other aspects of financial planning, but it bears the maximum impact to you and your lifestyle and requires fair consideration. We've put together 5 pivotal components that will determine the success of your financial plan. Do take the time to read through these.

08.01.2022 The coronavirus pandemic is one of the most sensitive and debated subjects at the moment. It is constantly in the news stirring stress, worry and panic. We want to relieve any stress that you may be carrying and urge caution and prudence. Reach out to your financial advisers regarding any questions or concerns that you may have. Read our blog post this week for more insights - How can coronavirus impact your financial future? And what can you do to manage its impact on your f...inances? https://www.oakmontfinancial.com.au//how-coronavirus-can-i . . . #coronavirus #covid-19 #pandemic #finance #financialfuture #financialplanning #health #insurance #investment #financialadvisders #advice See more

08.01.2022 As we stride into a new year, wishes and hopes abound for success and prosperity in the year ahead. At Oakmont, we share this sentiment and wish to partner with you to help you achieve better financial success. The financial sector the world-over has experienced tumultuous changes. And it has been our imperative to keep abreast of these and put in our expertise to benefit you. This new year, we welcome you to use our services in earnest. Our next blog will tell you why.

07.01.2022 We believe there is no substitute for trust! Trust is crucial to any relationship or transaction in finance. It has a place of great significance and value. It becomes the basis of a sound relationship, fostering deeper and more meaningful engagement. It is a strategic asset and one of our core values. Our upcoming blog post touches on this important subject. And how we are doing our bit in bringing it to the forefront in our practice. Stay tuned for this one.

06.01.2022 Imagine a situation when your ability to earn an income is hampered. What happens then? Who provides for you and your family as you recover? What if you are unable to recover completely? In our latest blog post, we discuss everything income protection the factors, the definitions, the exclusions, and the considerations so you can decide if income protection is worth your time and money: https://www.oakmontfinancial.com.au//why-income-protection ... . . . #financialadvisers #advice #financialadvisersperth #finance #financialfuture #financialplanning #health #insurance #investment #incomeprotection #income #coronavirus #covid19 #pandemic See more

06.01.2022 We knew that there is value in advice, but the research actually quantifies it. Advice clients are 5.2% a year better off. Follow the link to read more: https://www.ifa.com.au//28685-advice-clients-are-5-2-a-yea.... . . #finance #financialadvisersperth #financialadvisers #advice #value #valueofadvisers #valueofadvice See more

06.01.2022 Our era will be defined by a new schism: the period before COVID-19 and the "new normal" that has emerged beyond the outbreak. We are witnessing a dramatic restructuring of the economic and social order in which business and society have traditionally operated. Although the rules of social distancing still apply, the future is optimistic and weve managed to take our first steps towards it. With an even firmer resolve to help you and move forward with you, we present our outlook on what lies ahead.

06.01.2022 The value a professional adviser provides is in the ability to help you understand and guide you through the investing or the claims process, backed by years of their experience, which gives you the best chance at success. This is evidenced by a recent report by the Australian Prudential Regulation Authority or APRA, which shows that the metrics for individual advised claims over the last six months has surpassed those of individual non-advised claims. Read more in this week's blog. https://www.oakmontfinancial.com.au//achieve-higher-succes

05.01.2022 We are living in a world of shifting sands, in a year that has shaken and upset the balance of our economy. Dealing with personal finances was complicated enough when things were fairly stable. Now, in a changed landscape, it's even more challenging to navigate the evolving financial realm. Fortunately, help is at hand - though experienced and trustworthy financial advisers, who are equipped to deal with these unpredictable and emerging scenarios. This week's blog focuses on the value that financial advice can bring to your life, and why it matters. Read on. https://www.oakmontfinancial.com.au//the-value-of-financia

04.01.2022 People often dont start thinking about retirement until they are about to stop work or have the decision forced on them. And thats a lost opportunity. Now that we are living longer, retirement may last three decades or more. Thats a long time to regret not doing more to plan and save for a personally fulfilling, financially secure retirement. With a little planning, you can make a big difference to your retirement outcome. In our upcoming article, we talk about retirement planning and give you the 5 fundamentals that will determine the success of your retirement plan.

03.01.2022 The government aims to boost the economy by making lending more accessible to us! This applies to all manner of lending - from mortgages to personal loans, and even credit cards. We say - evaluate your needs first before you decide to borrow. Financial decisions, especially during these times, can be disconcerting. We are here to simplify what's complex and guide you when things get confusing. ... We are team Oakmont and we are here for you! . . . #finance #financialadvisersperth #lending #loans #credit #covid19 #pandemic #coronavirus #financialadvisers #advice

03.01.2022 There are several federal, state and territory government initiatives that aim to assist first home buyers to enter the housing market. Yet it can still prove difficult for first home buyers to save the expected 20% deposit. A new initiative, the First Home Loan Deposit Scheme (FHLDS) that has commenced from 1 January 2020, under which eligible first home buyers to purchase a home if they have saved a deposit as low as 5%. Look out for our next blog that tells you all about this scheme and gives you insights into the criteria and considerations you may have to make.

02.01.2022 2019 was a dynamic and unpredictable year across the investing and financial services landscapes. With borrowing cheaper than ever, house prices recovering, and fintech shaking up the industry, there are plenty of changes afoot in Australian finance. With a boatload of opportunities still adrift in this new year and decade, expect 2020 to be just as full of adventure. It's a great time to invest in your financial future. As we roll into the early days of a new decade, our next blog tells you some of what you might expect to see this year.

02.01.2022 On this festive day, the whole team at Oakmont joins in wishing you every happiness this Holiday Season and throughout the coming year. Thank you for your trust and belief in us. We look forward to serving you even better in the new year.

02.01.2022 Western Australia is one of the frontrunners leading the world out of the COVID-19 outbreak with the flattening of its infection curves and lifting of pandemic restrictions. With cautious optimism, we are slowly picking up where we left off, in a "new normal" that has emerged beyond this crisis. While the rules of social distancing still apply, we have grown closer as a community and our resolve to help each other through these challenging times is stronger than ever. In our latest blog, we outline what to expect and look for on the financial front, beyond the coronavirus crisis. https://www.oakmontfinancial.com.au//leading-life-with-con

02.01.2022 The midyear budget review announced earlier this week was full of pleasant surprises Western Australia's economy is showing strong signs of recovery from the coronavirus pandemic. Business and consumer confidence are on the rise tied with rising iron-ore prices, a boom in housing construction and increased employment - with more and more people returning to work. What does this mean for you? Talk to us today about growing in this unique economic climate. . .... . #financialadvisers #advice #financialadvisersperth #finance #financialfuture #financialplanning #financialsecurity #insurance #investment #coronavirus #covid19 #pandemic See more

02.01.2022 Welcome to 2020! While 2019 was a good year, it has set the precedent for this new year to be stronger and more fruitful. There was robust and pragmatic policymaking by the government; the financial sector went through considerable change, and the industry evolved, redefined itself and came ever closer to serving you better. The year 2020 marks the start of a new decade - as a continuation of the good things that were started in the last decade as well as a beginning for newe...r things that are in tune with the modern era we are entering. Here in this week's blog post, we outline our predictions for 2020 that make it a great year - including trends and important precepts. We are pleased to be sharing this journey with you! . . . #predictions #2020 #2019 #newyear #financialjourney #newdecade #financialplanning

02.01.2022 The Australian dollar suffered the impacts of some major international and domestic events this year. First with the bushfires and then with the coronavirus outbreak. Strong action from the government meant that we have been able to avoid the deep end of the pool to a great extent, if not altogether. Now, that the AUD seems to be on its way recovering from a COVID-19 induced slump, we take a look at its journey. Follow the link to read more in our latest blog post.... . . . #coronavirus #covid19 #pandemic #finance #financialfuture #financialplanning #health #insurance #investment #financialadvisers #advice #financialadvisersperth See more