OASIS – BURLEIGH HEADS FINANCIAL PLANNING SPECIALISTS

Regardless of what stage you are at on your financial journey, there is always room for improvement. The first step is to get the basics right and set the direction for achieving your financial goals. At Oasis, our Burleigh heads Financial Planning is all about you and helping you set and achieve realistic financial goals. It is never too late or too early to get on the path to financial security. It all starts with taking the first step.

The confusion and stresses associated with money and finances often deters people from taking control of their financial future. People devote so much time and energy into worrying about what should and shouldn’t be done with their money. Allow Oasis Financial Planning professionals to take the stress and the guesswork out of planning a realistic and achievable financial future.

OASIS – BURLEIGH HEADS FINANCIAL PLANNING, THE ADVICE YOU NEED

FEE FOR SERVICE – Oasis Financial Planning stands out from its competitors by being one of the few ‘fee only’ financial planning businesses on the Gold Coast. Your fee is determined by the complexity of your financial situation and needs, rather than on the amount of money you are investing. Having your fee associated with the work required just makes good sense. All our Burleigh heads Financial Planning clients deserve the best support and advice we can give.

BURLEIGH HEADS 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.

BURLEIGH HEADS 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.

Burleigh Heads 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.

BURLEIGH HEADS INVESTING SERVICES

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 – ARE YOU AFTER UNBIASED BURLEIGH HEADS FINANCIAL PLANNING ADVICE?

18 YEARS OF INVESTING EXPERIENCE – For more than 18 years we have been helping people improve their financial situation. Oasis’ Burleigh heads Financial Planning clients will get the highest quality financial planning advice and asset protection. We are in the business of making your money work harder for you.

OASIS ADVANTAGE —NO PRODUCT ALLIANCE- Oasis Financial Planning is independently owned and not aligned with any financial product providers or banks. For our clients this means that we have no product alliance and we do not accept or receive commissions from investments or superannuation. Our Burleigh heads Financial Planning is reliable and does not promote a particular product or investment strategy. You get the right plan for you.

OASIS – BURLEIGH HEADS 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 unbiased and personalized advice for one fee. At Oasis, we are all about the highest quality financial support and advice for our Burleigh heads Financial Planning 4220 clients.

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