Making more possible. Today. Tomorrow. Together.
We aim to help clients eliminate the gap between where they are now financially and where they want to be...
At Oakmount and Partners, our aim is to help clients eliminate the gap between where they are now financially, and where they want to be. In order to succeed, we work with clients to establish, improve and implement long-term strategic plans that make it possible for them to meet their financial purposes.
We customise these plans for each client and they are based on risk profile and return targets. Furthermore, we strive to produce the perfect long-term performance for our clients.
Oakmount can take you to a higher financial altitude delivering Success through Partnership.
Meet your unique purposes
We assure that your capital performs in the best way which is essential to meeting your unique purposes. At the same time, we continually investigate new and enhanced strategies and opportunities that will more beneficially serve our clients’ financial purposes, goals and ambitions.
Consequently, we concentrate on achieving certain return targets and yields of
7-10% annually, underpinning a value investing strategy.
We have strategically positioned ourselves beside industry experts to enable our clients to feel secure in the knowledge that their investment and retirement plans are complete and efficiently organised with courtesy and transparency.
Protecting the best interest of our customers and achieving their financial targets are the hallmark of our business.
Oakmount. Wealth creation for future generations.
The vision of Oakmount and Partners is to become a leading and respected firm in the financial services sector, a trusted partner for individuals and companies giving them access to global markets and opportunities via our carefully selected authorised partners.
We aim to be a pioneer in providing value-added services and products for the benefit of our clients and to accomplish new heights in service excellence. We continually wish to set new standards of work ethics, professional integrity, privacy and transparency in organisational administration, which exemplify our dedication to our objectives and to the fulfilment of our vision statement.
At Oakmount and Partners, we believe in profit with honour upholding good corporate governance and the highest moral standards in our daily work.
We have a ‘Passion for Success’.
As a company, we strive for excellence, it will remain proactive and entrepreneurial as we pursue opportunities with professionalism and total dedication to results.
Oakmount. A business built on Passion. Drive. Focus & Integrity.