OASIS – THE ANSWER TO YOUR CHEVRON ISLAND FINANCIAL PLANNING NEEDS

The first step on your financial journey is getting the basics right – everyone can improve their finances, you just don’t know how yet. Start by getting the basics right, then you will be positioned to do so much more with your situation and life! At Oasis, our Chevron island Financial Planning is all about you and what you want. No matter what your needs or goals are, or how big or small they are, we want to make sure they are realistic and achievable. We want you to be comfortable with your path to financial security.

Money and finances are not meant to be stressful or confusing. However so many people struggle through life wasting time and energy stressing about money and worrying about what they are or aren’t doing. Everyone’s situation is different so there is never a one answer that fits all. Seek out a professional you feel comfortable with that understands your needs, and wants to help you do what is best for you.
Start your journey today with Oasis Financial Planning, your professional Chevron island Financial Planning specialists.

OASIS – CHEVRON ISLAND 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 Chevron island Financial Planning clients deserve the best support and advice we can give.

  • Chevron Island Financial Planning

    CHEVRON ISLAND FINANCIAL PLANNING ADVICE

    Knowing you want to improve your financial situation is the first step, but knowing how to do it is the stumbling block for many. At Oasis we aim to provide the advice and education you need to help you achieve your financial goals.

  • Chevron Island Superannuation

    CHEVRON ISLAND SUPERANNUANTION

    Look forward to your future retirement by eliminating the worry today. Through personalised direction, planning and strategies, the professionals at Oasis can take the stress out of retirement. We can assess your current situation and help you set realistic and achievable retirement goals.

  • Chevron Island Insurance Financial Planner

    CHEVRON ISLAND INSURANCE

    It is critical that you have the right insurance cover to protect your family and assets if anything were to go wrong. If you are unsure what insurance options are available, let us take care of you and ensure you have the right cover for your situation. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

  • Chevron Island Investing Financial Planner

    CHEVRON ISLAND INVESTING SERVICES

    If you know you want to improve your financial situation, but you don’t know where to begin, the financial professionals at Oasis can provide education and investing services you require. We can outline the options available to you and time it will take to achieve your goals. You just need to take the first step.

OASIS – CHEVRON ISLAND 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’ CHEVRON ISLAND 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 INDEPENDENTLY OWNED AND NOT ALIGNED WITH ANY FINANCIAL PRODUCT PROVIDER OR BANK. WHAT THIS MEANS FOR YOU IS THAT YOU WILL RECEIVE UNBIASED ADVICE THAT IS TAILORED TO YOUR SPECIFIC FINANCIAL NEEDS. OUR CHEVRON ISLAND 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.

WE KNOW HOW YOU CAN ACHIEVE A FINANCIALLY STRESS FREE LIFESTYLE IN CHEVRON ISLAND – FINANCIAL PLANNING WITH OASIS

It all starts with a free coffee and a personal consultation with one of our financial planning specialists. We will review your current financial situation, obligation free. Do you want to know more about how our Chevron island Financial Planning 4217 team can help you? Call 0427 729 448.

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.

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Our Location
(by appointment only)

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CONTACT

Stephen Pollard | 1300 911 721
enquiry@oasisfinancialplanning.com.au
oasisfinancialplanning.com.au

PO Box 114, Mudgeeraba QLD 4213

AUTHORISED REP

Stephen Pollard and SVJJ Pty Ltd, ACN 158 131 269, ATF SVJJ Family Trust ABN 85 718 454 789 trading as Oasis Financial Planning, are Authorised Representatives of Oasis Financial Holdings AFS Licence No. 539094, an Australian Financial Services Licensee.

PRIVACY POLICY

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