OASIS – RUNAWAY BAY 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 Runaway bay 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 Runaway bay Financial Planning specialists will help you secure a brighter financial future.

OASIS – RUNAWAY BAY 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 Runaway bay Financial Planning clients.

  • Runaway Bay Financial Planning

    RUNAWAY BAY FINANCIAL PLANNING ADVICE

    Knowing you want to improve your financial situation is the first step, but knowing how to do it is the stumbling block for many. At Oasis we aim to provide the advice and education you need to help you achieve your financial goals.

  • Runaway Bay Superannuation

    RUNAWAY BAY SUPERANNUANTION

    Look forward to your future retirement by eliminating the worry today. Through personalised direction, planning and strategies, the professionals at Oasis can take the stress out of retirement. We can assess your current situation and help you set realistic and achievable retirement goals.

  • Runaway Bay Insurance Financial Planner

    RUNAWAY BAY INSURANCE

    IT IS CRITICAL THAT YOU HAVE THE RIGHT INSURANCE COVER TO PROTECT YOUR FAMILY AND ASSETS IF ANYTHING WERE TO GO WRONG. IF YOU ARE UNSURE WHAT INSURANCE OPTIONS ARE AVAILABLE, LET US TAKE CARE OF YOU AND ENSURE YOU HAVE THE RIGHT COVER FOR YOUR SITUATION. WE COVER DEATH, TOTAL AND PERMANENT DISABILITY, INCOME PROTECTION, TRAUMA, BUSINESS EXPENSE & KEY PERSON.

  • Runaway Bay Investing Financial Planner

    RUNAWAY BAY INVESTING SERVICES

    Do you know where you are at financially? Do you know how to make improvements to your finIf you know you want to improve your financial situation, but you don’t know where to begin, the financial professionals at Oasis can provide education and investing services you require. We can outline the options available to you and time it will take to achieve your goals. You just need to take the first step.

OASIS – THE PLACE TO FIND UNBIASED RUNAWAY BAY FINANCIAL PLANNING ADVICE

NO PRODUCT ALLIANCE –When you want financial planning advice that is reliable, unbiased and has no product alliance, Oasis Financial Planning should be your first call. We are independently owned and do not accept or receive commissions from superannuation and investments. Our Runaway bay Financial Planning specialists offer personalized planning advice that puts you first.

BENEFIT FROM OUR 18 YEARS OF EXPERIENCE – Rest assured that you will be well looked after. Our team’s passion for helping others and our personal investment experience means that your financial future is in good hands. Oasis’ Runaway bay Financial Planning clients will get the highest quality, ‘fee only’ planning advice and asset protection that you need and want.

WANT TO LIVE A FINANCIALLY STRESS FREE LIFESTYLE IN RUNAWAY BAY? 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 Runaway bay Financial Planning 4216 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.

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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

To view our Privacy Policy please click on the following link here: Authorised Representatives of Oasis Financial Holdings AFS Licence No. 539094

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