About Us + Our Fees
Offering fee for service financial planning based off your needs & situation
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.
NATHAN THOMAS – Financial Advisor
As a fully qualified Financial Adviser, Nathan has a passion for helping clients achieve their financial goals. He has loved seeing people’s financial situation change and improved in the best way possible. He can provide advice on a broad range of topics, from wealth creation, superannuation, investments, wealth protection (insurances) and estate planning, and enjoys creating strategies for clients to achieve their best lives.
He not only loves helping people with their financial advice but in his spare time helps his local community as an active volunteer member of the State Emergency Service (SES). He lives a full active life doing home renovations, spending time with his partner and puppy, and playing golf with friends.
Nathan holds a Bachelor of Commerce, majoring in Financial Planning.
Kym Annetts – Administration Assistant
I have had an extensive career within the Banking & Financial Planning sector. The difference with being part of the Team at Oasis Financial Planning, compared to the Corporate world is, that I can communicate directly with our clients & get to know them, their needs & their preferences. Every touch point & task I process, is with our clients best interests at the forefront. I really appreciate when a client is thankful with the assistance & processes I provide. In my spare time, I love to research my family history & am constantly working on “that” book, that will eventually be finished…..one day.
Jaime Khazen – Financial Planning Assistant
Having worked in the financial planning industry for many year I have a wealth of experience and a passion to see all aspects of our clients financial advice and affairs implemented in the best and most efficient way for them. Seeing our clients progress not only financially but also growing into happy families and a better life in general is one of the most enjoyable parts of my job. Watching and discussing sport and world news is a love of mine, second only to being a devoted mum to my two adorable children. Life and work needs to be fun, so I bring this to our office making each day with my work colleges a bundle of laughs. Life is to short to just to work, there needs to be sport and laughs.