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oakmontFINANCE
Speak to an adviserFictional portfolio demonstration

FINANCE · LENDING · STRATEGY

Make financial
decisions with
more clarity.

For your first home, your next chapter, and the business you’re building. A considered approach to the decisions that matter.

Speak to an adviserExplore finance options
Clear conversations. Considered options.

Fictional portfolio demonstration · No financial services provided.

Financial overviewYOUR NEXT CHAPTER, IN PERSPECTIVE
Property value$850,000ILLUSTRATIVE PROPERTY SCENARIO
Loan amount$580,000
Estimated equity$270,000
Monthly repaymentSeparate fictional example$3,420/mo
FICTIONAL DEMONSTRATION FIGURES
68%
GOAL PROGRESSProperty purchaseOne considered step at a time
BUSINESS FINANCE$250KGrowth capital · demo
INSURANCE REVIEWReview due ↗

Illustrative financial planning visual — not a forecast.

CLARITY FOR EVERY FINANCIAL DECISION
Home finance · Business lending · Asset finance · Insurance
↓

START WITH YOUR GOAL

What are you planning?

A first home. A new chapter. A bigger idea. Start with what matters to you.

Explore relevant service categories — not personal financial advice.

ONE PERSPECTIVE. MORE POSSIBILITIES.

Finance that fits the
decision in front of you.

01Personal

For life’s next chapter.

Home Loans ↗Refinancing ↗Investment Property ↗First Home Buyers ↗
02Business

For the way you move.

Business Finance ↗Asset Finance ↗Commercial Finance ↗Working capital ↗
03Protection

For what matters most.

Insurance Guidance ↗Financial Strategy ↗Risk review ↗Business protection ↗

THE OAKMONT APPROACH

From question to
clear next step.

Complex decisions feel different when you can see the way forward.

  1. 01

    Understand

    Start with your goal.

  2. 02

    Compare

    Explore the questions.

  3. 03

    Structure

    See the whole picture.

  4. 04

    Apply

    Prepare the next step.

  5. 05

    Settle

    Understand the details.

  6. 06

    Review

    Keep plans connected.

Contemporary white home beside a swimming pool
PROPERTY OVERVIEW FICTIONAL
$850,000Property value$170,000Deposit
Loan $680,000Repayment: explore below
A place to call your own.

HOME FINANCE

Finance built around more than the interest rate.

Buying or refinancing involves more than finding a number. Oakmont’s fictional approach explores structure, circumstances, priorities and longer-term plans.

  • Home purchase
  • Refinancing
  • Investment lending
  • First home buyer support
Explore home loans

BUSINESS FINANCE

Capital that keeps
business moving.

Every business has its own rhythm. Explore the questions behind your next move.

A USEFUL STARTING POINT

Run the numbers.

Turn a few assumptions into a clearer set of questions. Our tools are illustrative, never an offer.

01 / YOUR SCENARIO

AUD
% p.a.
years

02 / ILLUSTRATIVE ESTIMATE

Fictional defaults • AUD • Principal and interest

This calculator provides illustrative estimates only. Results are not a quote, approval or financial advice. Actual rates, fees and repayments may differ.

How this estimate works

Constant annual rate divided by the selected 12, 26 or 52 payment periods. Payments occur at the end of each period. No daily interest, rate changes, offset, redraw, taxes, ongoing fees, insurance or balloon payment. Calculations use unrounded values; displays are rounded. Changing payment frequency recalculates a fully amortising payment; it does not model accelerated half-monthly payments.

Explore all six calculators ↗

WHY OAKMONT

Clear advice.
Structured decisions.

01

Understand the goal

A good conversation starts with what you want the decision to make possible.

02

Compare the options

Explore the differences, costs and questions behind each scenario.

03

Explain the structure

Make the moving parts understandable, so the next step feels considered.

04

Stay connected

Keep the conversation open as your circumstances and priorities evolve.

FINANCE IN PRACTICE

A new chapter.
A clearer structure.

Fictional stories that make the process tangible, without promises about results.

Calm contemporary living room illustrating a fictional home upgrade

REFINANCING · FICTIONAL CASE STUDY

The Henderson
Home Upgrade

An existing loan structure no longer matched this fictional household’s plans. A considered review brought the next chapter into focus.

Existing structure→Review→Options compared
Read the story

PROTECTION & PERSPECTIVE

Protecting the progress you work hard to build.

Life doesn’t stand still. Neither should the questions you ask about protecting what matters.

Explore insurance guidance for your home, business, income, family and assets. Oakmont is a fictional brand, not an insurer.

Explore insurance guidance
Your world.
Considered.HomeBusinessIncomeFamilyAssets

THE OAKMONT JOURNAL

Finance, explained
without the noise.

Useful context. Practical questions. Space for a more informed conversation.

Explore all insights

THE CONVERSATION MATTERS

Clarity, in
their words.

Fictional testimonials for portfolio demonstration. Not real client experiences.

Oakmont made a complicated process much easier to understand. We always knew what was happening and why.

Daniel & Sophie M. Home finance clients

PEOPLE BEHIND THE NUMBERS

Finance is personal.
So is the conversation.

Meet our fictional adviser team. All profiles and photography are illustrative.

Meet the team

THE NEXT STEP IS A CONVERSATION

A clearer financial decision starts with a conversation.

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A SPACE TO ASK QUESTIONS

Finance consultation

30 minutes

Personal · Business · Property

Illustrative service • no booking is made