OASIS – FOR ALL YOUR CURRUMBIN 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 Currumbin 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 Currumbin Financial Planning.

OASIS – CURRUMBIN FINANCIAL PLANNING PROFESSIONALS, PROUDLY SERVING YOU

FEE FOR SERVICE –What sets Oasis Financial Planning apart from our competitors is that we are one of the few ‘fee only’ Gold Coast Financial Planning businesses. What this means for clients is that your fee is based on the complexity of your situation and financial planning needs, rather than on the amount of money you are investing. This ensures clients are provided with unbiased and personalized advice for one fee. At Oasis, we are all about the highest quality financial support and advice for our Currumbin Financial Planning 4223 clients.

  • Currumbin Financial Planning

    CURRUMBIN 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.

  • Currumbin Superannuation

    CURRUMBIN 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.

  • Currumbin Insurance Financial Planner

    CURRUMBIN 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.

  • Currumbin Investing Financial Planner

    CURRUMBIN 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 – OFFERING UNBIASED CURRUMBIN FINANCIAL PLANNING ADVICE

TWO DECADES OF EXPERIENCE – With nearly two decades of personal investment experience, you can rest assured knowing your financial plan is in good hands. Our Currumbin Financial Planning clients will get the quality ‘fee only’ financial planning advice and strategies for wealth creation and wealth protection.

NO PRODUCT ALLIANCE – As an independently owned financial planning business, Oasis does not accept or receive commissions from investments or superannuation. Our Currumbin Financial Planning professionals have no alliance to any financial product providers or banks. What this means to our clients is that we offer unbiased advice that is both reliable and tailored to your specific needs.

OASIS – CURRUMBIN 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 Currumbin Financial Planning 4223 clients.

We will assess your current financial situation, obligation free. Want to know how? Call us for more information about how our Coolangatta Financial Planning 4225 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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