Experienced Fixed Fee Financial Services

Personalised advice for businesses, individuals, retirement, insurance and superannuation

OUR BUSINESS ADVICE – YOUR FINANCIAL EDUCATION PROGRAM

WORKPLACE FINANCIAL EDUCATION PROGRAMS – VALUE YOUR STAFF?  HELP THEM HELP YOU

Money issues are the number one stress for most of your employees. As a result your employees are not fully focused on their job and therefore less productive. They spend a lot of time thinking and worrying about their finances.

As their employer you can help change this by providing them a Workplace Financial Education Program. This program teaches your staff how to manage their financial situation to eliminate financial stress and distraction. This is done in your workplace at times that suits you and your staff.

The program provides financial education from money management, debt consolidation and avoidance, different tax strategies, wealth creation, wealth protection and superannuation and retirement planning. There are no products or services discussed or sold. It is purely financial education.

BUSINESS PROTECTION

PROTECT YOUR BUSINESS SHOULD YOU, ANOTHER OWNER OR KEY PERSON BE REMOVED

Having an owner or key person removed unexpectedly from the business has devastating effects on the business, those remaining in it and those in the family of the person removed from the business. Most business owners either never give this a second thought, think it is too hard to deal with, or most commonly think their hand shake agreement to buy each other out will do.

HERE’S THE TEST. YOU WILL BE FINE IF:

  1. Your business generates its revenue without your or any other owners input, and
  2. Your business has no debt, and
  3. You and Your business partners have no debt and have plenty of available cash to buy each other out without needing to borrow money to do it.

If you cannot answer yes to all three items above then your business is at risk and those involved will suffer financially should you, a business partner or key revenue generator be removed due to illness, accident or death. It happens more than you think and the consequences are financially devastating to all involved and their families.

It is in fact simple and very cost effective to put a plan in place to overcome this potential risk provided you utilise the services of an expert in this area. Here at Oasis Financial Planning we have been providing solutions for this issue for years to many businesses large and small. Contact us today to arrange a free consultation to assess your business risk and identify the solutions.

Why you should use a Financial Planner instead of doing it yourself!

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What our clients have to say

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
Andrew Wegener

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
Greg Davies

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"
Sam Skehan

Your next step to financial security

Having conducted 3000+ complimentary sessions to date, we haven't yet found someone whose financial position we couldn't improve.

Please don't go another year, having not improved your financial position. Click the button below to request a Complimentary Consultation with the Gold Coast Financial Planning Advisors who offer truly objective financial advice.

Our Location
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CONTACT

Stephen Pollard | 0427 729 448
enquiry@oasisfinancialplanning.com.au
oasisfinancialplanning.com.au

PO Box 4751, Robina Town Centre QLD 4230

AUTHORISED REP

Stephen Pollard and SVJJ Pty Ltd, ACN 158 131 269, ATF SVJJ Family Trust ABN 86 718 454 789 trading as Oasis Financial Planning, are Authorised Representatives of Synchron AFS Licence No. 243313, an Australian Financial Services Licensee.

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