OASIS – THE ANSWER TO YOUR COOMBABAH 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 Coombabah 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 Coombabah Financial Planning specialists.

OASIS – COOMBABAH 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 Coombabah Financial Planning clients.

  • Coombabah Financial Planning

    COOMBABAH 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.

  • Coombabah Superannuation

    COOMBABAH 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.

  • Coombabah Insurance Financial Planner

    COOMBABAH 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.

  • Coombabah Investing Financial Planner

    CARARRA SUPERANNUANTION

    Whether you are beginning your career or nearing retirement, we will provide you with the strategies and education you need to achieve your retirement goals. We will assess your situation and point you in the direction of achieving your realistic financial goal so you can look forward to your future.

OASIS – LOOKING FOR UNBIASED COOMBABAH FINANCIAL PLANNING ADVICE?

18 YEARS EXPERIENCE – Through the team’s passion, education, personal investment experience and 18 years’ experience helping people improve their lives, you can be rest assured you will be looked after. Oasis’ Coombabah Financial Planning clients can truly get the quality fee only financial planning advice that they deserve and need, making your money work harder and achieving financial freedom and asset protection.

NO PRODUCT ALLIANCE – Oasis Financial Planning is independently owned and do not receive or accept commissions from investments or superannuation. Our Coombabah Financial Planning is not owned or aligned with or by any financial product providers or banks. This ensures we provide clients with reliable and tailored financial planning advice where meeting their needs is our top priority.

ACHIEVE A FINANCIALLY STRESS FREE LIFESTYLE IN COOMBABAH – FINANCIAL PLANNING WITH OASIS

For a free coffee and brief personalised one-on-one consultation, contact us. We will assess your current financial situation, obligation free. For more information about how our Coombabah Financial Planning 4216 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.

Our Location
(by appointment only)

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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.

PRIVACY POLICY

To view our Privacy Policy please click on the following link here: Authorised Representative of Synchron AFS Licensee No. 243313

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