OASIS – THE ANSWER TO YOUR ROBINA FINANCIAL PLANNING NEEDS

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 Robina 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.

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 Robina Financial Planning specialists.

OASIS – ROBINA 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 Robina Financial Planning clients.

ROBINA 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.

ROBINA 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.

ROBINA 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.

ROBINA 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.
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ASIS – OFFERING UNBIASED ROBINA FINANCIAL PLANNING ADVICE

TWO DECADES OF EXPERIENCE – With nearly two decades of personal investment experience, you can rest assured knowing your financial plan is in good hands. Our Robina Financial Planning clients will get the quality ‘fee only’ financial planning advice and strategies for wealth creation and wealth protection.

NO PRODUCT ALLIANCE – As an independently owned financial planning business, Oasis does not accept or receive commissions from investments or superannuation. Our Robina Financial Planning professionals have no alliance to any financial product providers or banks. What this means to our clients is that we offer unbiased advice that is both reliable and tailored to your specific needs.

OASIS – ROBINA 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 Robina Financial Planning 4226 clients.

Book A Free Consult


Start your journey today with a Gold Coast financial planning profesional.Sign up here to request your free initial consultation 0r contact us directly at :

Stephen Pollard 0427 729 448 |

steve@oasisfinancialplanning.com.au


What our clients have to say..

"Steve’s advice and abilities in developing customized strategies for each client is of the very highest level and quality. He is extremely professional and confidential at all times, and clients have found him very approachable and easy to talk to. I have been extremely impressed with Steve’s knowledge, expertise, experience, and also…. very importantly…. Steve’s innate ability to explain things very clearly, and concisely, so that everyone can fully understand. My clients that have been assisted by Steve now feel better educated, informed, have developed strategies and goals, and feel in control of their finances and their futures.”

Jeannie Anderson

Mayberry, Meldrum & Anderson
Steve helped turn my goals into a clear and achievable plan. Recommending life changing strategies that I have been able to easily implement and benefit from greatly. Steve is informative, helpful and the best financial planner that I would highly recommend to everyone!

John Mitchell

Inology
Without a doubt the most trustworthy, honest person it has ever been my pleasure to work with. I know that he has only my best interests at heart and he does not take commissions, which may be seen by others to influence his recommendations. The only person to go to in my mind he has saved me heaps of money.

Geoffrey Colwill

Trustworthy & Honest
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
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
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