OASIS – VARSITY LAKES 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 Varsity lakes 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 Varsity lakes Financial Planning specialists will help you secure a brighter financial future.

OASIS – VARSITY LAKES FINANCIAL PLANNING PROFESSIONALS, MAKING YOU THEIR PRIORITY—

FEE FOR SERVICE – What makes Oasis stand out from our competitors is that we are one of the few Gold Coast financial planning ‘fee only’ businesses. What that means is that our clients receive personalized advice that is unbiased, easy to understand for one fee. We do not charge clients based on the amount of money being invested. Instead, our service cost is based on the advice required and the complexity of your financial needs and situation. Our tailored approach ensures that our Varsity lakes Financial Planning clients only pay for the support and advice that they require.

  • Varsity Lakes Financial Planning

    VARSITY LAKES 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.

  • Varsity Lakes Superannuation

    VARSITY LAKES 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.

  • Varsity Lakes Insurance Financial Planner

    VARSITY LAKES 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.

  • Varsity Lakes Investing Financial Planner

    VARSITY LAKES 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.

ADVICE YOU HAVE BEEN LOOKING FOR

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

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 Varsity lakes 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.

OASIS – VARSITY LAKES 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 Varsity lakes Financial Planning 4227 clients.

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.

Our Location
(by appointment only)

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CONTACT

Stephen Pollard | 0427 729 448
enquiry@oasisfinancialplanning.com.au
oasisfinancialplanning.com.au

PO Box 4751, Robina Town Centre QLD 4230

AUTHORISED REP

Stephen Pollard and SVJJ Pty Ltd, ACN 158 131 269, ATF SVJJ Family Trust ABN 86 718 454 789 trading as Oasis Financial Planning, are Authorised Representatives of Synchron AFS Licence No. 243313, an Australian Financial Services Licensee.

PRIVACY POLICY

To view our Privacy Policy please click on the following link here: Authorised Representative of Synchron AFS Licensee No. 243313

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