WELCOME TO OASIS FINANCIAL PLANNING

THE LEADING PROVIDERS OF PERSONALISED FINANCIAL EDUCATION, STRATEGY AND ADVICE FOR ALL GOLD COAST FINANCIAL PLANNING NEEDS.

Oasis Financial Planning is committed to providing the highest quality education, support and financial planning advice to our clients. We do this through a personalised approach focused on developing an understanding relationship with you so that we can meet your specific needs now and throughout your life. Our high standard of education and experience obtained over the last 17 years allows us to do this in a personalised but professional and investment commission-free manner.

gold coast financial planning

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Start your journey today with a Gold Coast financial planning profesional.Sign up here to request your free initial consultation 0r contact us directly at

Stephen Pollard 0427 729 448 |
steve@oasisfinancialplanning.com.au


At Oasis Financial Planning we provide financial planning services throughout the Gold Coast, Northern NSW and around Australia to people just like you that want a professional, fee for service (fee only financial planning advice) approach. We personalise financial planning advice to your specific situation, and this can include:

GETTING THE BASICS RIGHT – everyone can improve their finances, you just don’t know how yet. Start by getting the basics right, then you will be positioned to do so much more with your situation and life.

BUDGETING AND CASH FLOW MANAGEMENT – Cashflow is the most important issue to get right. Make sure your cashflow is healthy and increase your spare cash. We can help stop you going backwards, start you getting ahead and change you from living pay to pay to actually having some spare money each week.

DEBT REDUCTION AND DEBT CONSOLIDATION STRATEGIES – reduce your debt, reduce what your debt it is costing you, and pay it all off sooner.

SUPERANNUATION – personal super and Self-Managed Super Fund. Yes you can be achieving more with your superannuation. You don’t have to watch it drop in value for yet another year, and you can reduce your super fees.

PERSONAL INSURANCE – protect you, your family and your income giving you peace of mind, and find out how it does not have to cost anything to your cashflow. Life insurance, total & permanent disability insurance and income protection insurance.

INVESTMENT AND WEALTH CREATION STRATEGIES – what should you be investing in? Shares, managed funds, property…all, some or none can be appropriate and can make you money. You just need to be understood and shown what is best for your situation and goals?

PRE-RETIREMENT AND RETIREMENT PLANNING – anyone in their 50 or older, whether working or retired will be missing out on an increased retirement savings and paying too much tax if they do not get expert advice in this area. You can make a positive difference to your finances for a better retirement.

ESTATE PLANNING – personal succession – making sure your money goes to the right people and that they receive the most they can and don’t lose more than needed in tax.

BUSINESS AND OWNERSHIP PROTECTION AND SUCCESSION PLANNING – what happens if you or your business partner is removed from the business due to death, disability or illness? It can be very costly and destroy your business and family.

WORKPLACE EDUCATION AND FINANCIAL PLANNING – business owners and employees can become more productive, less stressed, and more profitable if they are have been educated on how to manage their personal finances. Find out how we can educate you and your workplace so they are less stressed and more focused.

Our Gold Coast financial planning services and advice have been benefiting people for more than a decade years and have changed many lives for the better simply because they asked the question… “How can we improve our finances and lifestyle?”… Is it time for you to do the same?

What our clients have to say..

"Steve’s advice and abilities in developing customized strategies for each client is of the very highest level and quality. He is extremely professional and confidential at all times, and clients have found him very approachable and easy to talk to. I have been extremely impressed with Steve’s knowledge, expertise, experience, and also…. very importantly…. Steve’s innate ability to explain things very clearly, and concisely, so that everyone can fully understand. My clients that have been assisted by Steve now feel better educated, informed, have developed strategies and goals, and feel in control of their finances and their futures.”

Jeannie Anderson

Mayberry, Meldrum & Anderson
Steve helped turn my goals into a clear and achievable plan. Recommending life changing strategies that I have been able to easily implement and benefit from greatly. Steve is informative, helpful and the best financial planner that I would highly recommend to everyone!

John Mitchell

Inology
Without a doubt the most trustworthy, honest person it has ever been my pleasure to work with. I know that he has only my best interests at heart and he does not take commissions, which may be seen by others to influence his recommendations. The only person to go to in my mind he has saved me heaps of money.

Geoffrey Colwill

Trustworthy & Honest
I have know Steve pollard personally now for a couple of years and meet with him once a week for breakfast. He is literally a breath of fresh air as I have always been wary of Finance Advisors in the past. Steve is now working with myself and my partner to help build a financial plan for the future and has really opened my eyes to the possibilities there are. I totally recommend that if you are looking at advice for your personal or business matters to book a time to Steve as you won't be disappointed.

Sam Skehan

Great Advice
Every time I see Steve present at a seminar, I realise it is so much more than financial information, which anyone can provide, and more about finding the right motivator. Steve definitely knows how to motivate in a friendly non confronting manner. I can see why his greatest successes are with clients that stay with him year on year.

Greg Davies

Davies Home Loans
Javier Fonseca was so helpful! He organised a top up to my existing health insurance and organised everything so quickly. Will definitely keep him around.

Natasha Hobson

Extremely Happy
Steve Pollard is a highly professional and ethical financial planner, who practices what he preaches. He is on the few financial planners to have provided independent fee for service advice since he started in the industry. I trust Steve to provide quality advice to me, my friends and clients.

Andrew Wegener

Aquila