OASIS –WE HAVE YOUR COOMERA 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 Coomera 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 Coomera Financial Planning specialists.

OASIS – COOMERA 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 Coomera Financial Planning clients deserve the best support and advice we can give.

  • Coomera Financial Planning

    COOMERA FINANCIAL PLANNING ADVICE

    There are so many choices when it comes to investing —shares, managed funds, property. All of these investment options can make you money, but you just need to know where to start. At Oasis we focus on providing you with the correct information you need and the financial advice you want.

  • Coomera Superannuation

    COOMERA SUPERANNUANTION

    Take the worry out of retirement planning with personalised strategies and investment advice. Allow the professionals at Oasis to help you build the future of your dreams. Get the investment advice and strategies you need to set the direction for retirement security so you can put the fun back in to planning your retirement.

  • Coomera Insurance Financial Planner

    COOMERA INSURANCE

    Do you know if you have adequate asset protection in the event that something went wrong? If you are unsure if you have the insurance options you need to protect you family and your assets, we assess your personal situation. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

  • Coomera Investing Financial Planner

    COOMERA INVESTING SERVICES

    How do you achieve the lifestyle you want and the retirement security you need? The first step is assessing where you are at now and putting a financial plan in place. At Oasis we aim to understand your goals and outline the options available to you. Financial goals are achievable if you have a road map to get where you want to go.

OASIS – THE PLACE TO FIND UNBIASED COOMERA FINANCIAL PLANNING ADVICE

BENEFIT FROM OUR 18 YEARS OF EXPERIENCE – Rest assured that you will be well looked after. Our team’s passion for helping others and our personal investment experience means that your financial future is in good hands. Oasis’ Coomera Financial Planning clients will get the highest quality, ‘fee only’ planning advice and asset protection that you need and want.

NO PRODUCT ALLIANCE –When you want financial planning advice that is reliable, unbiased and has no product alliance, Oasis Financial Planning should be your first call. We are independently owned and do not accept or receive commissions from superannuation and investments. Our Coomera Financial Planning specialists offer personalized planning advice that puts you first.

ACHIEVE A FINANCIALLY STRESS FREE LIFESTYLE IN COOMERA – 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 Coomera Financial Planning 4209 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
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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

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