Experienced Fixed Fee Financial Services

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

Personal Finance

OUR PERSONALISED ADVICE

Our services and advice are provided to a range of people in many different financial and lifestyle situations. However, essentially we can break the people we help into two age groups; those that want to improve or make the most of their financial situation because they are a long way off retirement but want a good lifestyle, and those who need retirement planning because they are only a few years away from or currently in retirement:

INDIVIDUALS, COUPLES AND FAMILIES

Those who are between the ages of 20 and 55 years old and are living without knowing what they should really do with their finances, not knowing how to improve, or what they should do next whether they are wealthy or not.

We can help you control your finances, move on to the next phase in your financial life and help you start living so you don’t have to worry about the most stressful thing in life… money. You can then start creating the wealth you need that will allow you to focus on the most important thing in life… you and your family.

THE LEADING PROVIDERS OF PERSONALISED FINANCIAL EDUCATION, STRATEGY AND ADVICE

Oasis Financial Planning is committed to providing the highest quality education, support and financial planning advice to our clients. We do this through a personalised approach focused on developing an understanding relationship with you so that we can meet your specific needs now and throughout your life. Our high standard of education and experience obtained over the last 17 years allows us to do this in a personalised but professional and investment commission-free manner.

If you are unsure of whether we can assist you here is a list of the most common issues and questions our clients come to us with and we successfully help them out:

  1. I want to become wise with what I earn and stop going backwards or not getting ahead
  2. How do I reduce my bad debt or get out of debt
  3. Why are others getting ahead financially but we seem to never get ahead
  4. I am earning good money but not sure how or what to do with it
  5. How much do I need to save to be able to retire or afford the lifestyle I want
  6. Can I and should I retire
  7. How do I payless tax and maximise my tax refund
  8. How do I buy my first investment property, and then more
  9. How do I structure my mortgage to pay it off sooner
  10. How do I start investing to help pay my mortgage off sooner
  11. Should I invest in Shares, Property, leave my money in the Bank, or do a Combination of all three
  12. What do I need to know about Superannuation and should I be putting money into super
  13. How do I buy investment property through Superannuation
  14. How can I take out some insurance and not have to pay for it out of my cashflow
  15. What insurance should I have
  16. What is Transition to Retirement and should I do it. Is it beneficial for my retirement planning
  17. Should I start a superannuation pension
  18. What are my government age pension options
  19. Should you start a Self-Managed Super Fund
  20. How can I stop my super losing more money
  21. How can I make more money
  22. How do I save for the kids education, etc

Not many people can answer the questions listed above. You are not alone in you need for answers and direction. Everyone’s situation is different so there is never a one answer that fits all. If you are not sure what you need to do, or just want to make sure you are doing the best thing for your situation then we can help.

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.

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