PERSONAL FINANCE

 

OUR PERSONALISED ADVICE

Our services and advice are provided to a range of people in many different financial and lifestyle situations. However, essentially we can break the people we help into two age groups; those that want to improve or make the most of their financial situation because they are a long way off retirement but want a good lifestyle, and those who need retirement planning because they are only a few years away from or currently in retirement:

INDIVIDUALS, COUPLES AND FAMILIES

Those who are between the ages of 20 and 55 years old and are living without knowing what they should really do with their finances, not knowing how to improve, or what they should do next whether they are wealthy or not.

We can help you control your finances, move on to the next phase in your financial life and help you start living so you don’t have to worry about the most stressful thing in life… money. You can then start creating the wealth you need that will allow you to focus on the most important thing in life… you and your family.

 

personalfinance

 

FOR THOSE IN THEIR 50’S AND 60’S

For those wanting to take the worry out of their retirement so that they can focus on enjoying their last years working, and all of their retirement. We can help you take a realistic look at your retirement preparation and develop a plan so retirement is something to look forward to. Retirement planning is essential.

Our home page lists many of the areas we provide advice on. However, if you are unsure of whether we can assist you here is a list of the most common issues and questions our clients come to us with and we successfully help them out:

  1. I want to become wise with what I earn and stop going backwards or not getting ahead
  2. How do I reduce my bad debt or get out of debt
  3. Why are others getting ahead financially but we seem to never get ahead
  4. I am earning good money but not sure how or what to do with it
  5. How much do I need to save to be able to retire or afford the lifestyle I want
  6. Can I and should I retire
  7. How do I payless tax and maximise my tax refund
  8. How do I buy my first investment property, and then more
  9. How do I structure my mortgage to pay it off sooner
  10. How do I start investing to help pay my mortgage off sooner
  11. Should I invest in Shares, Property, leave my money in the Bank, or do a Combination of all three
  12. What do I need to know about Superannuation and should I be putting money into super
  13. How do I buy investment property through Superannuation
  14. How can I take out some insurance and not have to pay for it out of my cashflow
  15. What insurance should I have
  16. What is Transition to Retirement and should I do it. Is it beneficial for my retirement planning
  17. Should I start a superannuation pension
  18. What are my government age pension options
  19. Should you start a Self-Managed Super Fund
  20. How can I stop my super losing more money
  21. How can I make more money
  22. How do I save for the kids education, etc

Not many people can answer the questions listed above. You are not alone in you need for answers and direction. Everyone’s situation is different so there is never a one answer that fits all. If you are not sure what you need to do, or just want to make sure you are doing the best thing for your situation then we can help.

Money and finances are not meant to be stressful or confusing. However so many people struggle through life wasting time and energy stressing about money and worrying about what they are or aren’t doing. All they need to do is ask. Seek out a professional you feel comfortable with that understands your situation and needs, and wants to help you do what is best for you. Find out how our Gold Coast Financial Planning 4214 can help you, call 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