OASIS – THE ANSWER TO YOUR ELANORA 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 Elanora 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 Elanora Financial Planning specialists.

OASIS – ELANORA FINANCIAL PLANNING PROFESSIONALS, MAKING YOU THEIR PRIORITY—

FEE FOR SERVICE – What makes Oasis stand out from our competitors is that we are one of the few Gold Coast financial planning ‘fee only’ businesses. What that means is that our clients receive personalized advice that is unbiased, easy to understand for one fee. We do not charge clients based on the amount of money being invested. Instead, our service cost is based on the advice required and the complexity of your financial needs and situation. Our tailored approach ensures that our Elanora Financial Planning clients only pay for the support and advice that they require.

  • Elanora Financial Planning

    ELANORA FINANCIAL PLANNING ADVICE

    Oasis focuses on providing you with the advice you need and the education you want. We can help you decide what direction to take your investments in? Managed funds, shares, property or maybe there may be another strategy just right for you.

  • Elanora Superannuation

    ELANORA 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.

  • Elanora Insurance Financial Planner

    ELANORA INSURANCE

    Protect what matters most—your family. Often people are unaware of what insurance options are available to protect your family and your assets. We will provide you peace of mind that if something were to go wrong—you have the situation covered. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

  • Elanora Investing Financial Planner

    ELANORA INVESTING SERVICES

    Do you know where you are at financially? Do you know how to make improvements to your financial situation? At Oasis we will help you set a path to achieving your financial goals and being in control of your future dreams and security. We help you create a map to follow to ensure you achieve financial success, we are there to guide and support, you just need to take the first step.

OASIS – THE PLACE TO FIND UNBIASED ELANORA FINANCIAL PLANNING ADVICE

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 Elanora Financial Planning specialists offer personalized planning advice that puts you first.

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’ Elanora Financial Planning clients will get the highest quality, ‘fee only’ planning advice and asset protection that you need and want.

OASIS – ELANORA 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 Elanora Financial Planning 4221 clients deserve the best support and advice we can give.

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.

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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

To view our Privacy Policy please click on the following link here: Authorised Representatives of Oasis Financial Holdings AFS Licence No. 539094

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