4 Reviews

Steve Roberts

BFD Financial Planning

Gold

10 Yrs Experience

Perth, WA 6000

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Steve is a Master of Financial Planning (MFinPlan) and Director of award winning WA firm, Oakmont Financial Group.

Steve's experience spans over a decade, specialising in Wealth Protection and Business Succession planning. His passion is partnering with Families, Professionals, SMEs and Corporates to develop a tailored plan, suited to their specific needs.

Insurance Protection
Small Business Advice
Wills & Estates
Budgeting

For Risk Insurance Strategies we receive commissions from the insurer for placing the business. This is no additional cost to the client and eliminates any direct fees needing to be charged. For complex cases, an SoA fee may be charged.

For Financial and Estate Planning we charge upfront and ongoing fees, methodically calculated per the scope of advice and charged on a flat dollar basis.

5.00 October 2021

Steven has provided me with advice and a service that you can't put a price on. Steven and the Oakmont team keep in contact regularly and ensure my Insurances are up to date and I am getting value for money. I highly recommend Steven for all things finance and insurance. 10/10!

5.00 October 2021

Steven has given me advice in areas of personal insurances. Steven was always able to explain coverage to me in a clear and concise manner. Through Steven's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Steven's full care and attention when I needed it.

4.75 October 2021

5.00 October 2021

Steven was very responsive to my queries on existing life policies for myself and my wife. He provided great advice and solutions and saved quite a bit of premium whilst increasing the overall coverage which was a great result.