OASIS – PALM 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 Palm 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.

Money 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 Palm Beach Financial Planning specialists.

OASIS – PALM 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 Palm Beach Financial Planning clients.

  • Palm Beach Financial Planning

    PALM 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.

  • Palm Beach Superannuation

    PALM 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.

  • Palm Beach Insurance Financial Planner

    PALM 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.

  • Palm Beach Investing Financial Planner

    PALM 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 – PALM BEACH FINANCIAL PLANNING ADVICE YOU HAVE BEEN LOOKING FOR

NEARLY 20 YEARS EXPERIENCE – Benefit from our personal investment experience and our passion for helping clients achieve their financial goals. Oasis’ Palm Beach Financial Planning clients can get the highest quality ‘fee only’ financial planning advice that will set them on the path to achieving financial freedom and asset protection.

NO PRODUCT ALLIANCE – At Oasis Financial Planning we are independently owned and not aligned with any financial product provider or bank. What this means for you is that you will receive unbiased advice that is tailored to your specific financial needs. Our Palm Beach Financial Planning professionals are not receiving a commission from investments and superannuation—ensuring you get reliable, personalized financial planning advice that makes your needs our only priority.

WANT TO LIVE A FINANCIALLY STRESS FREE LIFESTYLE IN PALM BEACH? FINANCIAL PLANNING WITH OASIS

Call today for a free consultation and to discuss your current financial situation. We will take the time to listen and understand your needs and goals, obligation free. If you want to learn more about how our Palm Beach Financial Planning 4223 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.

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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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