OASIS – FOR ALL YOUR SURFERS PARADISE 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 Surfers paradise 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 Surfers paradise Financial Planning.

OASIS – SURFERS PARADISE FINANCIAL PLANNING PROFESSIONALS, LOOKING OUT FOR YOU

FEE FOR SERVICE – Oasis Financial Planning is one of the few ‘fee only’ Gold Coast Financial Planning businesses, ensuring our clients are provided easy to understand and unbiased, personalised advice for one fee. Our service cost is based on the complexity of your needs and situation and the advice you require, not on the amount of money you are investing. With this tailored approach, Oasis is committed to providing the highest quality education, support and advice to all of our Surfers paradise Financial Planning clients.

SURFERS PARADISE FINANCIAL PLANNING ADVICE

There is no one-size-fits-all strategy when it comes to investment planning. Shares, property, managed funds—we will help you make the best decision for your situation. Get the financial planning advice you need today for a brighter future.

SURFERS PARADISE SUPERANNUANTION

Take the worry out of retirement by getting the direction, education and strategies you need today. Allow us to assess your current financial situation and we can show you how to achieve the financial goals you have set for your future.

SURFERS PARADISE INSURANCE

Wealth protection is every bit as important as wealth creation. Make sure all your assets are protected if something were to go wrong. If you are unsure what insurance options you require to keep you, your family and you assets protected, we provide Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

SURFERS PARADISE INVESTING SERVICES

Everyone can improve their financial situation— it’s just a matter of knowing how and where to start. Our goal is to help you set your financial goals and provide a financial road map to achieve them. The first step is knowing and understanding your options. Once you get started your goals are always more achievable.

SURFERS PARADISE FINANCIAL PLANNING ADVICE

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’ Surfers paradise Financial Planning clients will get the highest quality, ‘fee only’ planning advice and asset protection that you need and want.

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 Surfers Paradise Financial Planning specialists offer personalized planning advice that puts you first.

DISCOVER HOW TO ENJOY A STRESS-FREE LIFESTYLE IN SURFERS PARADISE – FINANCIAL PLANNING WITH OASIS

Not sure where to start? Come by for a cuppa and a free initial consultation. We will assess your current financial situation, obligation free. Find out how our Surfers paradise Financial Planning 4217 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