ABOUT US AND OUR FEE ONLY GOLD COAST FINANCIAL PLANNING
FEE FOR ADVICE – FEE FOR SERVICE
Oasis Financial Planning is one of the few Fee only Gold Coast financial planning businesses that offer fee for service financial planning. Our fee is based on the complexity of your needs and situation and the advice you require, not on the amount of money you are investing. This ensures our clients are provided advice that is easy to understand, quality and situation specific for one fee. This fee for service financial planning approach means we do not receive or accept commissions from investments or superannuation.
Oasis Financial Planning is privately owned. It is licensed through a licensee that is not owned or aligned with or by any financial product providers or banks, which ensures we provide clients with reliable and tailored financial planning advice where meeting their needs is our priority.
YOUR FEE ONLY GOLD COAST FINANCIAL PLANNER
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.
STEPHEN POLLARD – DIRECTOR AND SENIOR FINANCIAL PLANNER
Only through Stephen’s education, personal investment experience and his 17 years’ experience helping people improve their lives can clients truly get the quality fee only financial planning advice that they deserve and need.
Our Director and Senior financial planner Stephen Pollard is passionate about dealing with and providing advice to clients that understand the benefit of experience and quality financial advice. He is one of the few Fee only Gold Coast Financial Planners who gives advice based on a real understanding of his client’s situation and need, and not on commission driven advice that many financial planners out there still operate under.
Stephen holds an Advanced Diploma of Financial Planning as well as a Bachelor’s Degree. Stephen is a loving husband and committed father of 3 gorgeous children. He also holds an advisory position for a local Church Charity that raises funds and distributes food and other basic services to those in hardship on the Gold Coast and Northern NSW regions.
Email to request a free initial consultation with Stephen, or you can call him direct on 0427 729 448.
JAVIER FONSECA – DIRECTOR AND SENIOR FINANCIAL PLANNER
Javier is passionate about creating a revolution in the advice industry by creating a new valued quality added approach to making your money work harder and achieving financial freedom and asset protection. Our process is unique and begins with you (our clients, not the financial products), we aim to help you clearly understand your options, distance to your goals and then provide a financial road map on how you can achieve them. Javier places particular importance on keeping you on track, our unique process and solutions helps you to not only keep on track but hold you accountable for your results. Javier has extensive experience in Self Managed Super Funds, investments, complex situations involving trusts/companies/partnerships, and optimising wealth for small business owners.
He is one of the few Fee only Gold Coast Financial Planners who gives advice based on a real understanding of his client’s situation and need, and not on commission driven advice that many financial planners out there still operate under. Javier Fonseca has spent over 7 years as a Financial Adviser. He holds a Bachelor of Business (International Business), Advanced Diploma of Financial Services (Financial Planning), Specialist Accreditation for Self-Managed Superannuation Funds, Specialist Accreditation for Estate, Planning and a Diploma of Financial Services (Financial Planning).
He is also a Justice of the Peace Queensland. If you want to learn how to pay less tax, move forward financially or obtain insurance advice you can connect with Javier on 0457 229 377.
Book A Free Consult
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 |