Financial Security For Smarter Families

Secure your family’s future with Gold Coast’s leading “fixed-fee” financial planning service.

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Gold Coast Financial Planning for Smarter Families

Strategies Tailored To Your Goals, Not Products.

Unlike other Gold Coast Financial Planning Advisors, we don’t make commission on your financial investments and superannuation products. This eliminates “product bias – the only way you can get truly objective advice.

In addition, offering our Gold Coast Financial Planning Service as a “fixed fee for service” means you can relax knowing that as your wealth increases our fees don’t!

How We Work

Once we understand your current position and goals, we create a plan that is simple and straightforward. It also outlines the role you need to play.

In other words, you will have a clear roadmap for your financial future. You will also know exactly what to do and when to do it.

Case Studies

Jack and Andrea came to us in 2016 at the ages of just under and just over 60, wanting to know if they could do anything with their financial situation to allow them to retire in 3-4 years. They wanted to know how if they were going to have enough saved up to retire and if not then what could they do to increase their retirement funds.

Read more about Jack and Adriana here.

 

Kylie, Angus and their 3 children came to us 7 years ago. They were doing ok financially, managing things themselves, but wanted to know if they could improve their situation to reduce the mortgage and start investing to make better use of their current financial position so they had more money in a few years to holiday and have more wealth for retirement.
Read More about Kylie and Angus here

 

Cathy, Bob, are business owners who have 2 children. They came to us 4 months ago desperate to try to sort out their massive personal and business debt situation and cashflow issues. They were stressed each month trying to find money to pay for all their debts and then their living expenses. They wanted to know if anything could be done to improve cashflow, reduce debts and not be stressed each week.
Read More about Cathy and Bob here

Cathy and Bob 
Cathy and Bob

It’s Time To Get Serious About Financial Planning!

If you’re like many families you have good household income, however, for some reason, you get to the end of another year and you’re in exactly the same position as you were last year.

No matter what you do and how much money is coming in, you’re just not getting ahead! If this sounds like you, it’s time to seek professional advice. And we don’t say this lightly.

We know it’s a big step to trust someone with your hard earned money. We know, because we have families to support too.

We understand your hesitation, but here’s the thing…

You can choose to keep doing the same things and keep getting the same results, or you can say…

“No More!” to struggle.

This is what our clients Rob and Joanne and Luke and Nicky did. They decided, “Enough is enough. We deserve more!” And they got it!

You can read theirs and other success stories here.

Not All Financial Planning Advisors Are The Same

Most people have heard negative stories about financial planning advisors – and Gold Coast Financial Planning Advisors are not immune to this.

These stories almost always involve financial planners “selling financial products” instead of developing real strategies for real people.

Even though our Gold Coast Financial Planning Advisors are not “financial product salespeople” like some of the others, we understand that you are still hesitant to discuss your finances with someone you don’t know.

This is why we offer you a chance to get to know us first, with…

A Complimentary, No-Obligation Consultation

We know it’s a big step to finally reach out and contact a Gold Coast financial planning advisor. We also want to assure you that when you do contact us, you’ll know you’ve made the right decision.

Here’s how…

When you book a complimentary session with us, we will identify at least one area and educate you on at least one strategy to improve your financial position.

We will do this regardless of whether you become our client or not, because we are passionate about improving people’s financial position!

We also won’t sugar coat anything. 

If we don’t believe we can improve your financial position, we will let you know straight away – and at no cost to you.

Your Next Step To Financial Security

Having conducted 3000+ complimentary sessions to date, we haven’t yet found someone whose financial position we couldn’t improve.

Please don’t go another year, having not improved your financial position. It doesn’t have to be this way. All you need is the right direction from an objective advisor. So if you sincerely want financial security for your family…

Click the button below to request a Complimentary Consultation with the Gold Coast Financial Planning Advisors who offer truly objective financial advice.

Why you should use a Financial Planner instead of doing it yourself!

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What our clients have to say

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
Andrew Wegener

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
Greg Davies

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"
Sam Skehan

Your next step to financial security

Having conducted 3000+ complimentary sessions to date, we haven't yet found someone whose financial position we couldn't improve.

Please don't go another year, having not improved your financial position. Click the button below to request a Complimentary Consultation with the Gold Coast Financial Planning Advisors who offer truly objective financial advice.

Our Location
(by appointment only)

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CONTACT

Stephen Pollard | 0427 729 448
enquiry@oasisfinancialplanning.com.au
oasisfinancialplanning.com.au

PO Box 4751, Robina Town Centre QLD 4230

AUTHORISED REP

Stephen Pollard and SVJJ Pty Ltd, ACN 158 131 269, ATF SVJJ Family Trust ABN 86 718 454 789 trading as Oasis Financial Planning, are Authorised Representatives of Synchron AFS Licence No. 243313, an Australian Financial Services Licensee.

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