OUR BUSINESS ADVICE – YOUR FINANCIAL EDUCATION PROGRAM

 

WORKPLACE FINANCIAL EDUCATION PROGRAMS – VALUE YOUR STAFF?  HELP THEM HELP YOU

Money issues are the number one stress for most of your employees. As a result your employees are not fully focused on their job and therefore less productive. They spend a lot of time thinking and worrying about their finances.

As their employer you can help change this by providing them a Workplace Financial Education Program. This program teaches your staff how to manage their financial situation to eliminate financial stress and distraction. This is done in your workplace at times that suits you and your staff.

The program provides financial education from money management, debt consolidation and avoidance, different tax strategies, wealth creation, wealth protection and superannuation and retirement planning. There are no products or services discussed or sold. It is purely financial education.

 

businessfinance

 

BUSINESS PROTECTION – PROTECT YOUR BUSINESS SHOULD YOU, ANOTHER OWNER OR KEY PERSON BE REMOVED

Having an owner or key person removed unexpectedly from the business has devastating effects on the business, those remaining in it and those in the family of the person removed from the business. Most business owners either never give this a second thought, think it is too hard to deal with, or most commonly think their hand shake agreement to buy each other out will do.

 

HERE’S THE TEST. YOU WILL BE FINE IF:

  1. Your business generates its revenue without your or any other owners input, and
  2. Your business has no debt, and
  3. You and Your business partners have no debt and have plenty of available cash to buy each other out without needing to borrow money to do it.

If you cannot answer yes to all three items above then your business is at risk and those involved will suffer financially should you, a business partner or key revenue generator be removed due to illness, accident or death. It happens more than you think and the consequences are financially devastating to all involved and their families.

It is in fact simple and very cost effective to put a plan in place to overcome this potential risk provided you utilise the services of an expert in this area. Here at Oasis Financial Planning we have been providing solutions for this issue for years to many businesses large and small. Contact us today to arrange a free consultation to assess your business risk and identify the solutions.

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 |

steve@oasisfinancialplanning.com.au


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