OASIS – WE HAVE YOUR COOLANGATTA 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 Coolangatta 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 Coolangatta Financial Planning specialists.

OASIS – COOLANGATTA FINANCIAL PLANNING PROFESSIONALS, LOOKING OUT FOR YOU

FEE FOR SERVICE – Oasis Financial Planning is one of the few ‘fee only’ Gold Coast Financial Planning businesses, ensuring our clients are provided easy to understand and unbiased, personalised advice for one fee. Our service cost is based on the complexity of your needs and situation and the advice you require, not on the amount of money you are investing. With this tailored approach, Oasis is committed to providing the highest quality education, support and advice to all of our Coolangatta Financial Planning 4223 clients.

  • Coolangatta Financial Planning

    COOLANGATTA 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.

  • Coolangatta Superannuation

    COOLANGATTA 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.

  • Coolangatta Insurance Financial Planner

    COOLANGATTA 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.

  • Coolangatta Investing Financial Planner

    COOLANGATTA 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 – ARE YOU AFTER UNBIASED COOLANGATTA FINANCIAL PLANNING ADVICE?

18 YEARS OF INVESTING EXPERIENCE – For more than 18 years we have been helping people improve their financial situation. Oasis’ Coolangatta 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 Coolangatta Financial Planning is reliable and does not promote a particular product or investment strategy. You get the right plan for you.

BARE FOOT AND STRESS-FREE IN COOLANGATTA – FINANCIAL PLANNING WITH OASIS

Your first consultation is free! Contact us today to book a brief, one-on-one consultation. We will assess your current financial situation, obligation free. Want to know how? Call us for more information about how our Coolangatta Financial Planning 4225 can help you, call 0427 729 448.

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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.

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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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