Experienced Fixed Fee Financial Services

Personalised advice for businesses, individuals, retirement, insurance and superannuation

OASIS – THE ANSWER TO YOUR GOLD COAST INSURANCE NEEDS

Here at Oasis Financial Planning, on the Gold Coast and Northern NSW, we are your personal Gold Coast insurance specialists. We are able to utilise any insurance company in Australia to meet your personal insurance needs. However, we only deal with reputable insurers that have quality policies and excellent claims or payout history. And for your peace of mind we are not owned by any insurance or superannuation provider. We are privately licenced and can therefore choose which ever insurance company and policy is best for our clients.

GOLD COAST LIFE INSURANCE

Whether you live on the Gold Coast or elsewhere in Australia you can easily take out Life Insurance with a Gold Coast Financial Planner so that your spouse, children, or other nominated beneficiary or estate, will receive the money they need upon your death.

GOLD COAST TOTAL AND PERMANENT DISABILITY INSURANCE

Total and Permanent Disability Insurance (TPD) – a lump sum payment if you are deemed disabled permanently. It is normally paid to you when you have been advised by a medical specialist that you will never work again.

GOLD COAST INCOME PROTECTION INSURANCE

Income Protection insurance (salary continuance insurance) is essential for the majority of working Australians. If you rely on your income to live, then you need income protection if you cannot work due to an illness, injury or accident, whether is happens at work, at home or on holiday.

GOLD COAST TRAUMA INSURANCE (CRITICAL ILLNESS)

Trauma Insurance or Critical Illness Insurance can be taken out by anyone on the Gold Coast or around Australia. For our clients Trauma Insurance provides the certainty that they will have money to remove any financial stress and money concerns should they be diagnosed with a serious medical condition (one of up to 52 different medical conditions).

GOLD COAST BUSINESS EXPENSES INSURANCE AND KEYPERSON INSURANCE

In the event that one of the business owners or the businesses key people cannot work due to an illness, injury or accident, their business costs and loss or productivity and/or revenue, or debts are covered by benefits paid monthly to the business while the missing owner or keyperson recovers.

GOLD COAST BUY SELL INSURANCE AND AGREEMENTS

When an owner is removed from a business due to death, disablement or illness, often the remaining business partner/s will want to take ownership and control of the whole business, and the removed owner or their family will want money for their share of the business.

As Life insurance advisers we are experts in developing strategies to make sure you are covered in the most cost effective way, limiting the impact to your pocket. In many cases we can arrange to have the majority of your insurance cost paid by your superannuation fund if appropriate for you.

If structured correctly insurance premiums can be a tax deduction, and/or you can have your superannuation pay for the insurance, which reduces the cost to you, making insurance affordable. We can come to you, or you can visit us. We will to assess your Gold Coast Life insurance needs making sure are appropriately covered for your situation, or for your personal preference.

Then if you ever have to use your personal Life insurance to make an insurance claim, we will assist you through the claims process to ensure it is as hassle free as possible and that you get the best outcome and paid in the quickest time frame possible for when you need the money the most.

We will also review your Life insurance policies on an ongoing basis to ensure you have the most cost effective and appropriate insurance should your situation or insurance needs change in any way. Whether you’re in South East Queensland on the Gold Coast or anywhere else in Australia, you’ll get quality service and advice you need to make informed decisions about the Gold Coast insurance you need to be fully protected for your situation at the best price.

Please feel free to have a chat with us here at Oasis Financial Planning for all your Gold Coast Life Insurance needs.

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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.

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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.

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