ASIS – WE HAVE YOUR ASHMORE FINANCIAL PLANNING SOLUTIONS

It doesn’t matter what stage of life you are in—it is never too late or too early to improve your financial situation. It all comes down to having a financial plan that lays the groundwork for achieving financial freedom and security. At Oasis, our Ashmore Financial Planning team will help you get the basics right and help you achieve the realistic financial goals you have set.

New clients often come to us overwhelmed by the stressful and confusing aspects of financial decision-making. Our goal is to eliminate the confusion and give you the straight facts on what you need to know in order to improve your financial situation. By carefully listening to you and gathering all the pertinent information we will help you set realistic goals that are achievable.

Get on the path to a brighter financial future with Oasis Financial Planning, your Ashmore Financial Planning specialists.

OASIS – ASHMORE FINANCIAL PLANNING PROFESSIONALS, PROUDLY SERVING YOU

FEE FOR SERVICE –What sets Oasis Financial Planning apart from our competitors is that we are one of the few ‘fee only’ Gold Coast Financial Planning businesses. What this means for clients is that your fee is based on the complexity of your situation and financial planning needs, rather than on the amount of money you are investing. This ensures clients are provided with personalized advice for one fee. At Oasis, we are all about the highest quality financial support and advice for our Ashmore Financial Planning clients.

ASHMORE FINANCIAL PLANNING ADVICE

Oasis focuses on providing you with the advice you need and the education you want. We can help you decide what direction to take your investments in? Managed funds, shares, property or maybe there may be another strategy just right for you.

ASHMORE SUPERANNUANTION

Whether you are beginning your career or nearing retirement, we will provide you with the strategies and education you need to achieve your retirement goals. We will assess your situation and point you in the direction of achieving your realistic financial goal so you can look forward to your future.

ASHMORE INSURANCE

Protect what matters most—your family. Often people are unaware of what insurance options are available to protect your family and your assets. We will provide you peace of mind that if something were to go wrong—you have the situation covered. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

ASHMORE INVESTING SERVICES

Do you know where you are at financially? Do you know how to make improvements to your financial situation? At Oasis we will help you set a path to achieving your financial goals and being in control of your future dreams and security. Once you have a road map to follow, your financial goals will become much more achievable, allowing you to plan your future.

OASIS – ASHMORE FINANCIAL PLANNING ADVICE YOU HAVE BEEN LOOKING FOR

NEARLY 20 YEARS EXPERIENCE – Benefit from our personal investment experience and our passion for helping clients achieve their financial goals. Oasis’ Ashmore Financial Planning clients can get the highest quality ‘fee only’ financial planning advice that will set them on the path to achieving financial freedom and asset protection.

NO PRODUCT ALLIANCE – At Oasis Financial Planning we are privately owned, and therefore not owned by any financial product provider or bank. What this means for you is that you will receive advice that is tailored to your specific financial needs. Our Ashmore Financial Planning professionals are not receiving a commission from investments and superannuation—ensuring you get reliable, personalized financial planning advice that makes your needs our only priority.

DISCOVER HOW TO ENJOY A STRESS-FREE LIFESTYLE IN ASHMORE – FINANCIAL PLANNING WITH OASIS

Not sure where to start? Come by for a cuppa and a free initial consultation. We will assess your current financial situation, obligation free. Find out how our Ashmore 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
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