Oakmont Financial Group

14/10/2026

We're incredibly proud to share that Oakmont Financial Group has been named a finalist in two categories at the 2026 ifa Excellence Awards:

- Advice Firm of the Year
- Client Servicing Company of the Year

To be recognised nationally alongside so many outstanding businesses in our industry is something we're genuinely humbled by.

We're particularly pleased to see our client service proposition recognised. It's an area we've placed enormous emphasis on as a business and one that our entire team works hard to continually improve. To have that commitment acknowledged is incredibly rewarding.

Adding to the excitement, our very own Richard Burton has been named a finalist for Thought Leader of the Year!

Rich joined Oakmont as a Director and Head of Growth just over three years ago and his influence on our business during that time has been significant.

His impact extends well beyond Oakmont. Rich is highly respected across the industry and regularly sought out by his peers for his thoughts, insights and perspective. We're incredibly fortunate to have someone of his calibre as part of our leadership team and this is thoroughly deserved recognition of the contribution he continues to make.

A huge thank you to our entire team, whose hard work and commitment make recognition like this possible, and congratulations to all the other finalists.

And finally, to our clients, thank you for the trust and support you continue to place in us. It's a privilege to be part of your financial journey, and your confidence in our team is what drives us to keep raising the bar.

We're looking forward to celebrating with everyone in Sydney this December!

18/08/2026

A huge congratulations to our Managing Director, Steven Roberts, on being named "Adviser of the Year – Risk" at the 2026 Australian Wealth Management Awards.

While this is an individual award, achievements like this don’t happen in isolation. Oakmont has been through a significant period of growth, and it’s a great reflection of the hard work, commitment and support of the entire team over that time.

We’re incredibly proud of the specialist risk insurance offering we’ve built at Oakmont and with our risk team continuing to grow, excited about where we can take it from here.

Sadly, Steve wasn’t able to attend the awards this year, but congratulations to all the other finalists and winners on the night.

A fantastic achievement for Steve and one the entire Oakmont team can be proud of!

30/07/2026

Each year, we bring our entire team together to reflect on the year that was, align on the year ahead and invest in our people.

Last year, we set ourselves a stretch target and made a commitment to the team that if we achieved it, our 2026 planning meetings would be held offshore. Needless to say, they delivered, and next week we will be heading to sunny Bali for our inaugural Staff Summit!

While this will be a great opportunity to acknowledge what we've achieved over the past 12 months, the real value will come from having uninterrupted time together to learn, collaborate and prepare for the opportunities ahead.

Throughout the week, we'll be focusing on personal development, wellbeing, building meaningful client relationships and refining the systems and processes that will support Oakmont as we continue to grow.

We're also fortunate to be joined by our summit partners, MetLife Australia, NEOS and Drummond Capital Partners, who will be sharing their expertise with technical sessions and helping us continue to raise the standard of advice and service we provide to our clients.

Our office will be operating with limited availability during this period. We appreciate your patience and understanding and look forward to being back on deck, refreshed and ready to continue delivering great outcomes for our clients.

30/06/2026

Oakmont is pleased to share that our Managing Director, Steven Roberts, has been named a finalist in three categories at the 2026 Australian Wealth Management Awards.

Steve has been recognised in the following categories:

• Adviser of the Year – Risk
• Executive of the Year – Financial Advice
• Executive of the Year – Insurance

It's great to see Oakmont represented, and we look forward to celebrating with the other finalists in Sydney later this year!

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!