Luke and Nicky

This is the position they started in: Luke worked full time on a good income, Nicky worked part-time, they have 3 children. They had a home, but had lots of personal debt and were struggling to enjoy life because they constantly had to worry about paying the...

Rob and Joanne, age 30 when they came to see us

This is the position they started in: Rob and Joanne both worked so had good incomes, had a home and a investment property, had a large mortgage, wanted to make the most of their financial position and wanted to start a family. They were nervous to trust anyone, but...

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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

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CONTACT

Stephen Pollard | 1300 911 721
enquiry@oasisfinancialplanning.com.au
oasisfinancialplanning.com.au

PO Box 114, Mudgeeraba QLD 4213

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Stephen Pollard and SVJJ Pty Ltd, ACN 158 131 269, ATF SVJJ Family Trust ABN 85 718 454 789 trading as Oasis Financial Planning Pty Ltd, are Authorised Representatives of Oasis Financial Holdings AFS Licence No. 539094, an Australian Financial Services Licensee.

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Any information provided on this website is general advice only and does not take account of investors’ objectives, financial situation or needs. Before acting on this general advice, investors should therefore consider the appropriateness of the advice having regard to their objectives, financial situation or needs.

Please note that your adviser is a qualified tax relevant provider. We may discuss tax implications of certain financial products, and benefit payments where the advice is: 

- provided in the context of the personal advice given to you, and

- part of the financial advice which interprets and applies the tax laws (including tax, superannuation and SMSF laws) to your personal circumstances. 

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