Education – your money your future

Learn what a self-managed superfund is & how to take control of your money

YOUR MONEY – YOUR FUTURE

At Oasis Financial Planning we provide financial planning services throughout the Gold Coast, Northern NSW and around Australia to people just like you that want a professional, fee for service (fee only financial planning advice) approach. We personalise financial planning advice to your specific situation, and this can include:

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.

BUDGETING AND CASH FLOW MANAGEMENT – Cashflow is the most important issue to get right. Make sure your cashflow is healthy and increase your spare cash. We can help stop you going backwards, start you getting ahead and change you from living pay to pay to actually having some spare money each week.

DEBT REDUCTION AND DEBT CONSOLIDATION STRATEGIES – reduce your debt, reduce what your debt it is costing you, and pay it all off sooner.

SUPERANNUATION – personal super and Self-Managed Super Fund. Yes you can be achieving more with your superannuation. You don’t have to watch it drop in value for yet another year, and you can reduce your super fees.

PERSONAL INSURANCE – protect you, your family and your income giving you peace of mind, and find out how it does not have to cost anything to your cashflow. Life insurance, total & permanent disability insurance and income protection insurance.

INVESTMENT AND WEALTH CREATION STRATEGIES – what should you be investing in? Shares, managed funds, property…all, some or none can be appropriate and can make you money. You just need to be understood and shown what is best for your situation and goals?

PRE-RETIREMENT AND RETIREMENT PLANNING – anyone in their 50 or older, whether working or retired will be missing out on an increased retirement savings and paying too much tax if they do not get expert advice in this area. You can make a positive difference to your finances for a better retirement.

ESTATE PLANNING – personal succession – making sure your money goes to the right people and that they receive the most they can and don’t lose more than needed in tax.

BUSINESS AND OWNERSHIP PROTECTION AND SUCCESSION PLANNING – what happens if you or your business partner is removed from the business due to death, disability or illness? It can be very costly and destroy your business and family.

WORKPLACE EDUCATION AND FINANCIAL PLANNING – business owners and employees can become more productive, less stressed, and more profitable if they are have been educated on how to manage their personal finances. Find out how we can educate you and your workplace so they are less stressed and more focused.

Our Gold Coast financial planning services and advice have been benefiting people for more than a decade years and have changed many lives for the better simply because they asked the question… “How can we improve our finances and lifestyle?”… Is it time for you to do the same?

Upcoming Seminars

SELF MANAGED SUPER FUNDS
APRIL 26 @ 6:00 PM – 8:30 PM (FREE)

Learn how to get the most out of your Super by taking control of it. Find out what a Self-Managed Superfund is, how it works, what can be done with it, and if it is appropriate for you. Get educated about how a Self-Managed Superfund can be used to make your superannuation work more for you. Learn how to apply strategies to your situation to improve it using super and a Self-Managed Superfund. This FREE seminar is designed purely to educate you how to improve your Superannuation.

Giving their time to educate you are local professionals; financial experts in this field:

Stephen Pollard – OASIS FINANCIAL PLANNING
Jeannie Anderson – MAYBERRY MELDRUM ANDERSON ACCOUNTANTS

You will learn:

  • What is a Self-Managed Superfund (SMSF)
  • How much money to I need in Super to start a Self-Managed Superfund
  • What is involved in running a Self-Managed Superfund
  • What are the advantages of a Self-Managed Superfund
  • How can you use a Self-Managed Superfund to grow your money faster
  • That a Self-Managed Superfund can reduce your Superannuation fees and costs
  • How to buy Investment property using your Super borrowed money from the bank
  • What other investment options and investments you can have that you super does not allow
  • Is a Self-Managed Superfund (SMSF) right for you
  • How to buy property through super, so it doesn’t cost you personally
  • How to own your own business premises through Super

This seminar should leave you feeling more educated and comfortable about how to make the most of your Superannuation to give you more in retirement.

COST: FREE with refreshments, but only 25 seats available. Reserve your seat here.

Our Gold Coast seminars are always free and there to help anyone… Is it time for you to attend one? Contact Gold Coast Financial Planner Steve today on 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.

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.

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