WELCOME TO OASIS FINANCIAL PLANNING
THE LEADING PROVIDERS OF PERSONALISED FINANCIAL EDUCATION, STRATEGY AND ADVICE FOR ALL GOLD COAST FINANCIAL PLANNING NEEDS.
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, unbiased, 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.
“As a partner of one of this region’s largest public accounting firms I understand only too well how important gold coast financial planning is, and the impact that financial advisor’s advice can make on a client’s entire future.
Steve has now worked a number of my clients, with the impressive results speaking for themselves. 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. Steve has also, very generously, spent time with our firm’s staff educating us on areas of his expertise, that means we are now also in a position to offer better gold coast financial planning to our own clients, and are aware of financial strategies that may be available to certain clients, that Steve can develop for them, in conjunction with ourselves……. this equates to a huge win/win for our clients. A synergistic combination of wealth accumulation and tax effectiveness.
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
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?