YOUR MONEY YOUR FUTURE – FINANCIAL NEWSLETTER GOLD COAST

 

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UPCOMING SEMINARS

 

Self Managed Super Funds
April 26 @ 6:00 pm – 8:30 pm (Free)

Learn how to get the most out of your Super by taking control of it. Find out what a Self-Managed Superfund is, how it works, what can be done with it, and if it is appropriate for you. Get educated about how a Self-Managed Superfund can be used to make your superannuation work more for you. Learn how to apply strategies to your situation to improve it using super and a Self-Managed Superfund. This FREE seminar is designed purely to educate you how to improve your Superannuation.

Giving their time to educate you are local professionals; financial experts in this field:

Stephen Pollard – OASIS FINANCIAL PLANNING
Jeannie Anderson – MAYBERRY MELDRUM ANDERSON ACCOUNTANTS

You will learn:

  • What is a Self-Managed Superfund (SMSF)
  • How much money to I need in Super to start a Self-Managed Superfund
  • What is involved in running a Self-Managed Superfund
  • What are the advantages of a Self-Managed Superfund
  • How can you use a Self-Managed Superfund to grow your money faster
  • That a Self-Managed Superfund can reduce your Superannuation fees and costs
  • How to buy Investment property using your Super borrowed money from the bank
  • What other investment options and investments you can have that you super does not allow
  • Is a Self-Managed Superfund (SMSF) right for you
  • How to buy property through super, so it doesn’t cost you personally
  • How to own your own business premises through Super

This seminar should leave you feeling more educated and comfortable about how to make the most of your Superannuation to give you more in retirement.

COST: FREE with refreshments, but only 25 seats available. Reserve your seat here.

 

Our Gold Coast seminars are always free and there to help anyone… Is it time for you to attend one? Contact Gold Coast Financial Planner Steve today on 0427 729 448.

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