OASIS – FOR ALL YOUR SANCTUARY COVE FINANCIAL PLANNING NEEDS

Everyone has room to improve their financial situation and the first step in your financial journey should begin with getting the basics right. If you have the basics right, then you will be positioned to live the life you dream — with financial freedom and retirement security. At Oasis, our Sanctuary cove Financial Planning is all about helping you set realistic financial goals and providing a road map to get you there. Whether your goals are big or small, our aim is to help ensure you achieve the financial goals you set.

Often clients come to us overwhelmed and confused about finances and setting a financial plan in place. So much time is wasted and energy spent on how to get started in making your money work for you. Concerns include where to begin with investing —shares, managed funds or properties? What we believe at Oasis Financial Planning is that everyone’s situation is different and requires a personalized plan that works for them.
Get started on your financial journey with Oasis, your specialist in Sanctuary cove Financial Planning.

OASIS – SANCTUARY COVE 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 Sanctuary cove Financial Planning clients.

SANCTUARY COVE FINANCIAL PLANNING ADVICE

What should you be investing in? Shares, managed funds, property…all, some or none can be appropriate and can make you money. Any advice you receive from Oasis focuses on educating you with the best strategies for your situation.

SANCTUARY COVE SUPERANNUANTION

Through tailored education, direction and strategies, we can take the worry out of your retirement. Allow us to assess your personal situation and show you how we can provide a better future. Focus on enjoying your last years working, and look forward to the future.

SANCTUARY COVE INSURANCE

Many individuals and families are unsure of which insurance options they need. We offer personalised products. If anything was to go wrong, you have the right cover to protect you and your family in any situation. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

SANCTUARY COVE INVESTING SERVICES

Where are you financially? How can you improve? To achieve the lifestyle you want, make your first step small. we aim to help you clearly understand your options, distance to your goals and the provide a financial road map on how you can achieve them. Financial goals are achievable if you have a road map to get where you want to go.

BARE FOOT AND STRESS-FREE IN SANCTUARY COVE – FINANCIAL PLANNING WITH OASIS

Your first consultation is free! Contact us today to book a brief, one-on-one consultation. We will assess your current financial situation, obligation free. Want to know how? Call us for more information about how our Sanctuary cove Financial Planning 4212 can help you, call 0427 729 448.

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