OASIS – WORONGARY FINANCIAL PLANNING SERVICES & SOLUTIONS

Your financial journey begins with getting the basics right and laying the foundation for achieving your financial goals. Everyone can make positive changes in their financial situation and life—it’s just a matter of knowing where to start. At Oasis, our Worongary Financial Planning professionals take the time to listen to your needs and goals, and then help you create a road map for success. It’s all about you and what you want to accomplish.

Money and finances are often cited as one of the most stressful and worrisome aspect of an individual’s life. Trying to sort out how to make your money work harder can seem confusing and overwhelming because one strategy does not work for everyone. It is essential that you seek out a professional who will listen to your unique goals and needs and will help do what’s best for you.
Choose the team at Oasis Financial Planning. We are your professional Worongary Financial Planning specialists.

OASIS – WORONGARY 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 Worongary Financial Planning clients only pay for the support and advice that they require.

WORONGARY FINANCIAL PLANNING ADVICE

Knowing you want to improve your financial situation is the first step, but knowing how to do it is the stumbling block for many. At Oasis we aim to provide the advice and education you need to help you achieve your financial goals.

WORONGARY SUPERANNUANTION

Look forward to your future retirement by eliminating the worry today. Through personalised direction, planning and strategies, the professionals at Oasis can take the stress out of retirement. We can assess your current situation and help you set realistic and achievable retirement goals.

WORONGARY INSURANCE

It is critical that you have the right insurance cover to protect your family and assets if anything were to go wrong. If you are unsure what insurance options are available, let us take care of you and ensure you have the right cover for your situation. We cover Death, Total and Permanent Disability, Income Protection, Trauma, Business Expense & Key person.

WORONGARY INVESTING SERVICES

If you know you want to improve your financial situation, but you don’t know where to begin, the financial professionals at Oasis can provide education and investing services you require. We can outline the options available to you and time it will take to achieve your goals. You just need to take the first step.

OASIS – LOOKING FOR UNBIASED WORONGARY FINANCIAL PLANNING ADVICE?

NO PRODUCT ALLIANCE – Oasis Financial Planning is independently owned and do not receive or accept commissions from investments or superannuation. Our Worongary 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.

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’ Worongary 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.

DISCOVER HOW TO ENJOY A STRESS-FREE LIFESTYLE IN WORONGARY – 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 Worongary Financial Planning 4213 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