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

    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 Superannuation

    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 Financial Planner

    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 Financial Planner

    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.

OASIS – SANCTUARY COVE FINANCIAL PLANNING ADVICE YOU HAVE BEEN LOOKING FOR

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 Sanctuary cove 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.

NEARLY 20 YEARS EXPERIENCE – Benefit from our personal investment experience and our passion for helping clients achieve their financial goals. Oasis’ Sanctuary cove 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.

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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.

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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