In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD Financial Planning. They discuss the growth and structure of their practices, while sharing insights on planning, insurance specialisation, and industry challenges.

Richard Burton LinkedIn: https://www.linkedin.com/in/richard-burton-aa87a416/
Steven Roberts LinkedIn: https://www.linkedin.com/in/stevenandrewroberts/
Oakmont Financial Group Website: https://www.oakmontfinancial.com.au/
BDF Financial Planning Website: https://www.bfdfinancialplanning.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250909

General Disclaimer – https://www.ensombl.com/disclaimer/