OASIS – FOR ALL YOUR TWEED HEADS 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 Tweed heads 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 Tweed heads Financial Planning.

OASIS – TWEED HEADS FINANCIAL PLANNING, THE ADVICE YOU NEED

FEE FOR SERVICE – Oasis Financial Planning stands out from its competitors by being one of the few ‘fee only’ financial planning businesses on the Gold Coast. Your fee is determined by the complexity of your financial situation and needs, rather than on the amount of money you are investing. Having your fee associated with the work required just makes good sense. All our Tweed heads Financial Planning 4223 clients deserve the best support and advice we can give.

  • Tweed Heads Financial Planning

    TWEED HEADS FINANCIAL PLANNING ADVICE

    Oasis focuses on providing you with the advice you need and the education you want. We can help you decide what direction to take your investments in? Managed funds, shares, property or maybe there may be another strategy just right for you.

  • Tweed Heads Superannuation

    TWEED HEADS SUPERANNUANTION

    Whether you are beginning your career or nearing retirement, we will provide you with the strategies and education you need to achieve your retirement goals. We will assess your situation and point you in the direction of achieving your realistic financial goal so you can look forward to your future.

  • Tweed Heads Insurance Financial Planner

    TWEED HEADS INSURANCE

    Protect what matters most—your family. Often people are unaware of what insurance options are available to protect your family and your assets. We will provide you peace of mind that if something were to go wrong—you have the situation covered. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

  • Tweed Heads Investing Financial Planner

    TWEED HEADS INVESTING SERVICES

    Do you know where you are at financially? Do you know how to make improvements to your financial situation? At Oasis we will help you set a path to achieving your financial goals and being in control of your future dreams and security. We help you create a map to follow to ensure you achieve financial success, we are there to guide and support, you just need to take the first step.

OASIS – LOOKING FOR UNBIASED TWEED HEADS FINANCIAL PLANNING ADVICE?

18 YEARS EXPERIENCE – Through the team’s passion, education, personal investment experience and 18 years’ experience helping people improve their lives, you can be rest assured you will be looked after. Oasis’ Tweed heads Financial Planning clients can truly get the quality fee only financial planning advice that they deserve and need, making your money work harder and achieving financial freedom and asset protection.

NO PRODUCT ALLIANCE – Oasis Financial Planning is independently owned and do not receive or accept commissions from investments or superannuation. Our Tweed heads Financial Planning is not owned or aligned with or by any financial product providers or banks. This ensures we provide clients with reliable and tailored financial planning advice where meeting their needs is our top priority.

WANT TO LIVE A FINANCIALLY STRESS FREE LIFESTYLE IN TWEED HEADS? 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 Tweed heads Financial Planning 2485 can help you, call 0427 729 448.

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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.

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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.

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