Oakmont Financial Group

16/06/2026

One of our latest additions to the Oakmont office is this incredible 1928 photograph of St George’s Terrace, taken just a stone’s throw from where we sit today at 220 St George’s Terrace.

While plenty has changed over the past century, from horse and carriage to high rises and technology, some things remain just as important as ever - relationships, trust and good advice.

At Oakmont, we value the heritage of our profession and the role financial advisers have traditionally played in helping families, business owners and professionals make important decisions with confidence. While our industry has become increasingly compliance driven and transactional, we believe the human element is still what matters most.

Financial planning is ultimately about people, not paperwork. It's about understanding someone's goals, concerns and aspirations, then providing guidance they can rely on for years to come.

As we continue to grow, we're committed to embracing innovation and meeting the highest professional standards, without losing the personal connection and genuine care that made this profession special in the first place.

Some things are worth preserving.

05/06/2026

If a shareholder didn't return to work tomorrow, what would happen to their share of the business?

Would their family receive fair value? Would the remaining shareholders retain control? Where would the money come from?

In this blog, Director and Senior Insurance Specialist, Steven Roberts, explores why business succession planning is one of the most overlooked areas of financial planning and how the right structure can provide certainty when it's needed most.

https://www.oakmontfinancial.com.au/post/business-succession-planning-creating-certainty-when-the-unexpected-happen

05/06/2026

Excited to officially launch bdhLife in partnership with bdhSterling.

This collaboration brings together bdhSterling's trusted relationships with the UK expat community and Oakmont's specialist personal insurance expertise, creating a dedicated offering designed to help expats navigate the Australian insurance market with confidence.

We're looking forward to working closely with the bdhSterling team and helping their clients protect what matters most.

We’re delighted to introduce bdhLife.

A new personal insurance offering created to support expats living in Australia, combining global experience with trusted local expertise.

If you’d like a clearer view of your current cover, and how it fits your life in Australia, we’re offering a complimentary review to get started.

👉 www.bdhlife.com.au

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’.