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.
JANINE GROFSKI – FINANCIAL PLANNING ASSISTANT
Living in Northern NSW and loving it, Janine is a dedicated mother of 3. She has a wealth of experience in the Financial industry and holds a Diploma of Financial Planning. She is currently studying her Advanced Diploma of Financial Planning and on her way to becoming a fully licensed financial planner. She enjoys assisting clients and in particular woman with their financial journey and improvement.
LAUREN LEE – FINANCIAL PLANNING ASSISTANT
Having spent most of her life living in South Africa and London, Lauren, her husband and 2 gorgeous children now are making the most of the Gold Coast and all it provides. Being a dedicated part of the Oasis Financial Planning team Lauren draws on her years of experience gained when working around the world in banking and finance to assist our clients with the day to day processing of their financial management and financial plan.