OASIS – WE HAVE YOUR BUNDALL 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 Bundall 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 Bundall Financial Planning specialists.

OASIS – BUNDALL FINANCIAL PLANNING PROFESSIONALS, MAKING YOU THEIR PRIORITY—

FEE FOR SERVICE – What makes Oasis stand out from our competitors is that we are one of the few Gold Coast financial planning ‘fee only’ businesses. What that means is that our clients receive personalized advice that is unbiased, easy to understand for one fee. We do not charge clients based on the amount of money being invested. Instead, our service cost is based on the advice required and the complexity of your financial needs and situation. Our tailored approach ensures that our Bundall Financial Planning clients only pay for the support and advice that they require.

BUNDALL FINANCIAL PLANNING ADVICE

What should you be investing in? Shares, managed funds, property…all, some or none can be appropriate and can make you money. Any advice you receive from Oasis focuses on educating you with the best strategies for your situation.

BUNDALL SUPERANNUANTION

Through tailored education, direction and strategies, we can take the worry out of your retirement. Allow us to assess your personal situation and show you how we can provide a better future. Focus on enjoying your last years working, and look forward to the future.

BUNDALL INSURANCE

Many individuals and families are unsure of which insurance options they need. We offer personalised products. If anything was to go wrong, you have the right cover to protect you and your family in any situation. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

BUNDALL INVESTING SERVICES

Where are you financially? How can you improve? To achieve the lifestyle you want, make your first step small. we aim to help you clearly understand your options, distance to your goals and the provide a financial road map on how you can achieve them. Financial goals are achievable if you have a road map to get where you want to go.

OASIS – OFFERING UNBIASED BUNDALL FINANCIAL PLANNING ADVICE

TWO DECADES OF EXPERIENCE – With nearly two decades of personal investment experience, you can rest assured knowing your financial plan is in good hands. Our Bundall Financial Planning clients will get the quality ‘fee only’ financial planning advice and strategies for wealth creation and wealth protection.

NO PRODUCT ALLIANCE – As an independently owned financial planning business, Oasis does not accept or receive commissions from investments or superannuation. Our Bundall Financial Planning professionals have no alliance to any financial product providers or banks. What this means to our clients is that we offer unbiased advice that is both reliable and tailored to your specific needs.

WANT TO LIVE A FINANCIALLY STRESS FREE LIFESTYLE IN BUNDALL? FINANCIAL PLANNING WITH OASIS

Call today for a free consultation and to discuss your current financial situation. We will take the time to listen and understand your needs and goals, obligation free. If you want to learn more about how our Bundall Financial Planning 4217 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