Education – your money your future
Learn what a self-managed superfund is & how to take control of your money
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How to pay off your Gold Coast mortgage in 10 years and invest at the same time using Debt recycling
“Mortgage” isn’t always a word that families like to discuss at the dinner table and yet it’s something that we all must discuss in order to survive. The topic of home loans is one that be frustrating as you can be locked into paying your home for the next...
Why Insurance through super can be a death trap
In every action movie, there is often a scene where someone is taking a risk to do some crazy stunt. During this moment what comes to our mind, mostly is “wow, I hope this person has insurance” (well most of the time). It’s true that, just like action heroes we...
How much money do you need to retire on the Gold Coast?
Retirement; it’s a topic which both scares people and also thrill’s people at the same time (kind of like the Scooby-Doo roller coaster at Movie world). With the cost of living rising lately within this economy and rent for a one-bedroom apartment being over...
Jack and Andrea
THE INTRODUCTION Jack and Andrea came to us in 2016 at the ages of just under and just over 60, wanting to know if they could do anything with their financial situation to allow them to retire in 3-4 years. They wanted to know how if they were going to have enough...
Kylie and Angus
THE INTRODUCTION Kylie, Angus and their 3 children came to us 7 years ago. They were doing ok financially, managing things themselves, but wanted to know if they could improve their situation to reduce the mortgage and start investing to make better use of their...
Cathy and Bob
THE INTRODUCTION Cathy, Bob, are business owners who have 2 children. They came to us 4 months ago desperate to try to sort out their massive personal and business debt situation and cashflow issues. They were stressed each month trying to find money to pay for all...
Luke and Nicky
This is the position they started in: Luke worked full time on a good income, Nicky worked part-time, they have 3 children. They had a home, but had lots of personal debt and were struggling to enjoy life because they constantly had to worry about paying the...
Rob and Joanne, age 30 when they came to see us
This is the position they started in: Rob and Joanne both worked so had good incomes, had a home and a investment property, had a large mortgage, wanted to make the most of their financial position and wanted to start a family. They were nervous to trust anyone, but...
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?
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.
