OASIS – WE HAVE YOUR MIAMI FINANCIAL PLANNING SOLUTIONS

It doesn’t matter what stage of life you are in—it is never too late or too early to improve your financial situation. It all comes down to having a financial plan that lays the groundwork for achieving financial freedom and security. At Oasis, our Miami Financial Planning team will help you get the basics right and help you achieve the realistic financial goals you have set.

New clients often come to us overwhelmed by the stressful and confusing aspects of financial decision-making. Our goal is to eliminate the confusion and give you the straight facts on what you need to know in order to improve your financial situation. By carefully listening to you and gathering all the pertinent information we will help you set realistic goals that are achievable. Get on the path to a brighter financial future with Oasis Financial Planning, your Miami Financial Planning specialists.

OASIS – MIAMI 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 Miami Financial Planning clients.

  • Miami Financial Planning

    MIAMI FINANCIAL PLANNING ADVICE

    There is no one-size-fits-all strategy when it comes to investment planning. Shares, property, managed funds—we will help you make the best decision for your situation. Get the financial planning advice you need today for a brighter future.

  • Miami Superannuation

    MIAMI SUPERANNUANTION

    Take the worry out of retirement by getting the direction, education and strategies you need today. Allow us to assess your current financial situation and we can show you how to achieve the financial goals you have set for your future.

  • Miami Insurance Financial Planner

    MIAMI INSURANCE

    Wealth protection is every bit as important as wealth creation. Make sure all your assets are protected if something were to go wrong. If you are unsure what insurance options you require to keep you, your family and you assets protected, we provide Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

  • Miami Investing Financial Planner

    MIAMI INVESTING SERVICES

    Everyone can improve their financial situation— it’s just a matter of knowing how and where to start. Our goal is to help you set your financial goals and provide a financial road map to achieve them. The first step is knowing and understanding your options. Once you get started your goals are always more achievable.

OASIS – LOOKING FOR UNBIASED MIAMI FINANCIAL PLANNING ADVICE?

18 YEARS EXPERIENCE – Through the team’s passion, education, personal investment experience and 18 years’ experience helping people improve their lives, you can be rest assured you will be looked after. Oasis’ Miami Financial Planning clients can truly get the quality fee only financial planning advice that they deserve and need, making your money work harder and achieving financial freedom and asset protection.

NO PRODUCT ALLIANCE – Oasis Financial Planning is independently owned and do not receive or accept commissions from investments or superannuation. Our Miami Financial Planning is not owned or aligned with or by any financial product providers or banks. This ensures we provide clients with reliable and tailored financial planning advice where meeting their needs is our top priority

WE KNOW HOW YOU CAN ACHIEVE A FINANCIALLY STRESS FREE LIFESTYLE IN MIAMI – FINANCIAL PLANNING WITH OASIS

It all starts with a free coffee and a personal consultation with one of our financial planning specialists. We will review your current financial situation, obligation free. Do you want to know more about how our Miami Financial Planning 4220 team can help you? Call 0427 729 448

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.

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.

PRIVACY POLICY

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