OASIS – MERMAID BEACH FINANCIAL PLANNING SPECIALISTS

Regardless of what stage you are at on your financial journey, there is always room for improvement. The first step is to get the basics right and set the direction for achieving your financial goals. At Oasis, our Mermaid beach Financial Planning is all about you and helping you set and achieve realistic financial goals. It is never too late or too early to get on the path to financial security. It all starts with taking the first step.

The confusion and stresses associated with money and finances often deters people from taking control of their financial future. People devote so much time and energy into worrying about what should and shouldn’t be done with their money.

Allow Oasis Financial Planning professionals to take the stress and the guesswork out of planning a realistic and achievable financial future. Your Mermaid beach Financial Planning specialists will help you secure a brighter financial future.

OASIS – MERMAID BEACH FINANCIAL PLANNING PROFESSIONALS, PROUDLY SERVING YOU

FEE FOR SERVICE –What sets Oasis Financial Planning apart from our competitors is that we are one of the few ‘fee only’ Gold Coast Financial Planning businesses. What this means for clients is that your fee is based on the complexity of your situation and financial planning needs, rather than on the amount of money you are investing. This ensures clients are provided with unbiased and personalized advice for one fee. At Oasis, we are all about the highest quality financial support and advice for our Mermaid beach Financial Planning clients.

  • Mermaid Beach Financial Planning

    MERMAID BEACH FINANCIAL PLANNING ADVICE

    There are so many choices when it comes to investing —shares, managed funds, property. All of these investment options can make you money, but you just need to know where to start. At Oasis we focus on providing you with the correct information you need and the financial advice you want

  • Mermaid Beach Superannuation

    MERMAID BEACH SUPERANNUANTION

    Take the worry out of retirement planning with personalised strategies and investment advice. Allow the professionals at Oasis to help you build the future of your dreams. Get the investment advice and strategies you need to set the direction for retirement security so you can put the fun back in to planning your retirement.

  • Mermaid Beach Insurance Financial Planner

    MERMAID BEACH INSURANCE

    Do you know if you have adequate asset protection in the event that something went wrong? If you are unsure if you have the insurance options you need to protect you family and your assets, we assess your personal situation. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

  • Mermaid Beach Investing Financial Planner

    MERMAID BEACH INVESTING SERVICES

    How do you achieve the lifestyle you want and the retirement security you need? The first step is assessing where you are at now and putting a financial plan in place. At Oasis we aim to understand your goals and outline the options available to you. Financial goals are achievable if you have a road map to get where you want to go.

OASIS – THE ANSWER TO YOUR MERMAID BEACH FINANCIAL PLANNING NEEDS

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 Mermaid beach Financial Planning specialists.

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 Mermaid beach 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

OASIS – MERMAID BEACH 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 Mermaid beach Financial Planning 4218 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

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