OASIS – MAIN BEACH FINANCIAL PLANNING SERVICES & SOLUTIONS

Your financial journey begins with getting the basics right and laying the foundation for achieving your financial goals. Everyone can make positive changes in their financial situation and life—it’s just a matter of knowing where to start. At Oasis, our Main beach Financial Planning professionals take the time to listen to your needs and goals, and then help you create a road map for success. It’s all about you and what you want to accomplish.

oney and finances are often cited as one of the most stressful and worrisome aspect of an individual’s life. Trying to sort out how to make your money work harder can seem confusing and overwhelming because one strategy does not work for everyone.

It is essential that you seek out a professional who will listen to your unique goals and needs and will help do what’s best for you. Choose the team at Oasis Financial Planning. We are your professional Main beach Financial Planning specialists.

OASIS – MAIN BEACH FINANCIAL PLANNING PROFESSIONALS, PUTTING YOU FIRST

FEE FOR SERVICE —At Oasis Financial Planning we believe that you should only pay for the services you require rather than the amount of money you are investing. We are one of the few ‘fee only’ Gold Coast Financial Planning businesses. Your service cost is based on the complexity of your needs and the advice you require. With this tailored approach you get the support and advice that suits your individual needs. We provide the highest quality financial planning support to all our Main beach Financial Planning clients.

  • Main Beach Financial Planning

    MAIN BEACH 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.

  • Main Beach Superannuation

    MAIN BEACH 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.

  • Main Beach Insurance Financial Planner

    MAIN BEACH 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.

  • Main Beach Investing Financial Planner

    MAIN BEACH 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 – ARE YOU AFTER UNBIASED MAIN BEACH FINANCIAL PLANNING ADVICE?

18 YEARS OF INVESTING EXPERIENCE – For more than 18 years we have been helping people improve their financial situation. Oasis’ Main beach Financial Planning clients will get the highest quality financial planning advice and asset protection. We are in the business of making your money work harder for you.

OASIS ADVANTAGE —NO PRODUCT ALLIANCE- Oasis Financial Planning is independently owned and not aligned with any financial product providers or banks. For our clients this means that we have no product alliance and we do not accept or receive commissions from investments or superannuation. Our Main beach Financial Planning is reliable and does not promote a particular product or investment strategy. You get the right plan for you.

OASIS – MAIN BEACH FINANCIAL PLANNING PROFESSIONALS, LOOKING OUT FOR YOU

FEE FOR SERVICE – Oasis Financial Planning is one of the few ‘fee only’ Gold Coast Financial Planning businesses, ensuring our clients are provided easy to understand and unbiased, personalised advice for one fee. Our service cost is based on the complexity of your needs and situation and the advice you require, not on the amount of money you are investing. With this tailored approach, Oasis is committed to providing the highest quality education, support and advice to all of our Main beach Financial Planning 4217 clients.

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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