Oakmont Financial Group

16/05/2026

The 2026 Federal Budget has proposed some of the biggest changes to property investing, capital gains tax and discretionary trusts we’ve seen in years.

For investors, business owners and high income earners, this is more than just another Budget headline. It’s a reminder that strategy, structure and forward planning matter.

In our latest blog Director, Steven Roberts, breaks down the key changes, what they may mean for you and where the opportunities may sit from a financial planning perspective.

Federal Budgets always create headlines. Tax changes, housing reforms, cost of living support and superannuation updates tend to dominate the conversation very quickly. Once the noise settles, the more important question becomes: What opportunities or risks does this create for me? The 2026 Federal....

29/04/2026

We’re back.

Oakmont Financial Group is returning with regular monthly insights - covering wealth creation, wealth protection, market conditions and other financial planning topics that actually matter.

Simple, relevant and worth your time.

This month, Director and Senior Financial Planner, Cameron Aldus, talks on the importance of having a strategy when it comes to retirement.

https://www.oakmontfinancial.com.au/post/retirement-its-not-a-number-its-a-strategy

16/12/2024

As we enter the holiday season, we want to take a moment to express our gratitude to our clients, staff, and business partners. Your trust and partnership have been invaluable to us, and we are thankful for the opportunity to work together this past year.

It has been a year of growth and success for Oakmont, and we are excited to announce that our team is expanding! In January we look forward to welcoming Matthew Lewis, who is joining us as an Associate and will be commencing his Professional Year in 2025. Matt brings valuable experience and fresh perspectives that will enhance our commitment to serving clients better.

Wishing everyone and their families a safe, happy holidays and here’s to a prosperous New Year ahead!

28/06/2022

The uptick in mortgage repayments and the rising cost of living are hand-in-hand stressors for Australians balancing household budgets against wage growth that is being outpaced by inflation. Now, a second consecutive interest rate rise is poised to pinch a growing number of Australians already at risk of mortgage stress. Get on the front foot to stress test your mortgage repayments to prepare your finances for what's to come. This article explains.

One way to prepare for uncertainty is to consider and plan for alternative outcomes. We discuss putting higher lending rates and mortgage repayments to the test.

24/06/2022

A share market downturn can sometimes make even the most experienced investor feel uneasy. Successful investing is as much about mindset as it is strategy. Avoiding rash decisions and staying calm and confident is crucial to this. Here are 5 important principles to keep in mind when markets are volatile.

To download this infographic, visit: https://oakmont.financialknowledgecentre.com.au/kcarticles.php?id=3529

25/05/2022

2021-22 EOFY is just around the corner. Learn 5 important considerations that may help to reduce your personal income tax and/or provide for your retirement.

EOFY is just around the corner. Learn 5 things that may help to reduce your personal income tax and/or provide for your retirement.

11/05/2022

Superannuation is designed as a long-term investment to provide you with you an income in retirement. However, in real life, there may arise circumstances where you really need it much sooner. Such situations may warrant conditions under which you can access your super early. Do take a read through this useful article that provides factual insights into these early release conditions.

To be eligible to access super, you must be able to meet a specified condition of release. In this article, we give an overview of the conditions of release—which isn’t limited to ‘attaining age 65’.

29/04/2022

Small and medium enterprises (SMEs) were disproportionately and heavily affected by pandemic-related shocks. A majority were deemed non-essential services and hit hardest by confinement measures. As a result, despite many efforts to keep them afloat, many small businesses have suffered substantial revenue losses while others have shut down.

Even now, the business environment continues to be challenging for SMEs. Yet, Australia is seeing the strongest economic recovery in 46 years. In this week's blog post, we talk about how it is surprisingly the SMEs that are powering this phenomenal economic growth and why we need to support our small businesses. Take a read.

https://www.oakmontfinancial.com.au/post/supporting-small-businesses-the-link-between-small-business-finance-economic-recovery

Experts believe that bolstering & supporting our small businesses with finances and good policy-making can lead to a robust national economy. We examine this link herein.

27/04/2022

Economies around the world were undeniably doing it tough in 2020 through the onset of the pandemic, Australia being no exception. However, Australia's economy has bounced back and is fledging, having recorded its best quarter of economic growth in nearly 46 years at the start of 2022. One of the biggest sectors to partake in this exceptional growth is that of Small and Medium-sized Enterprises (SMEs). But is it possible that SMEs may be the very drivers of our flourishing economy? Our next blog discusses this and highlights the need to throw our weight behind small businesses.

17/04/2022

From the Oakmont family to yours, we wish you a Happy Easter!

We hope you have a safe and sunny long-weekend with your loved ones, and return feeling refreshed from a well deserved break.

With more than 60 years combined industry experience, Oakmont Financial Group (Oakmont) provides high-quality financial advice to all of our clients.