Education – your money your future
Learn what a self-managed superfund is & how to take control of your money
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Gratitude vs. Greed: How a positive mindset can lead to smarter investing opportunities
Ever found yourself scrolling through property listings at midnight—half excited about the investing opportunities, half terrified of making a costly mistake? Or maybe you’ve anxiously watched the ASX updates like a poker player, debating whether to go all-in or fold?...
Are You Long Term Investing in Your Child’s Financial Education?
In Sean Corey’s The 7 Habits of Happy Kids book, there’s a narrative that goes like this: A character named Goob the Bear wants to buy a toy he loves but doesn’t have enough money. Goob decides to save his pocket money each week, resisting the temptation to spend it...
Investing in Property: Why You Should Consider It
Your lifestyle’s comfortable. Your job’s steady, you’ve bought your first home and your repayments are hitting the bank on time. You get to take your family out on special occasions, and you've even managed to set aside some money. Things are feeling pretty manageable...
5 Ways to Boost Your Superannuation Fund
As we grow older, our general perception of life and “wealth” shifts. It becomes less about “How can I afford that new car or renovate the house?” and more about, “How can I make sure I’ll have enough savings to live a comfortable lifestyle when I stop working?” So,...
Financial Planning Tips to Handle Holiday Stress
It’s already happening. Christmas is sneaking onto the shelves, like Santa’s workshop exploded overnight, with elves working overtime to get ahead of the season—and tempting us to start spending before we’ve even set a holiday budget. And who can blame us? This time...
Wealth Creation Strategies Outside of a 9-5 Job
Looking to diversify your income streams? The days of putting all your eggs in a single basket are long gone. In today’s economy, it makes a lot of sense to have a little extra cash coming in. Something to supplement your current income—so you’re not left scraping by...
Money-Saving Tips: How to Budget and Save Money
Managing money isn’t exactly everyone’s idea of fun. It’s like one of those grown-up things we all know we should do, like getting enough sleep every night or saying no to one more piece of cake, but knowing that doesn’t make it any easier. Especially if you’re...
The $7 Million Dream: Transforming Life with a Monthly Jackpot
In an extraordinary turn of fortune, a hardworking carer's life was upended for the better after winning a staggering $7 million in the lottery, translating to a monthly windfall of $19,000 for the next three decades. This remarkable story, as reported by The Sun on...
How do I financially Prepare for Christmas?
Christmas is quickly approaching, and while many of us have been consumed with making plans with family, friends, and co-workers Many of us have failed to ask ourselves, "Am I financially prepared?" for the season ahead. It's never too early or too late to start...
Ten Tips for Generational Wealth.
For many individuals, the word "generational wealth" may signify a lot of different things. Wealth can be summarised as happiness, prosperity and abundance and can be linked closely with money but what is generational wealth? Why is it important? Why is generational...
YOUR MONEY – YOUR FUTURE
At Oasis Financial Planning we provide financial planning services throughout the Gold Coast, Northern NSW and around Australia to people just like you that want a professional, fee for service (fee only financial planning advice) approach. We personalise financial planning advice to your specific situation, and this can include:
GETTING THE BASICS RIGHT – everyone can improve their finances, you just don’t know how yet. Start by getting the basics right, then you will be positioned to do so much more with your situation and life.
BUDGETING AND CASH FLOW MANAGEMENT – Cashflow is the most important issue to get right. Make sure your cashflow is healthy and increase your spare cash. We can help stop you going backwards, start you getting ahead and change you from living pay to pay to actually having some spare money each week.
DEBT REDUCTION AND DEBT CONSOLIDATION STRATEGIES – reduce your debt, reduce what your debt it is costing you, and pay it all off sooner.
SUPERANNUATION – personal super and Self-Managed Super Fund. Yes you can be achieving more with your superannuation. You don’t have to watch it drop in value for yet another year, and you can reduce your super fees.
PERSONAL INSURANCE – protect you, your family and your income giving you peace of mind, and find out how it does not have to cost anything to your cashflow. Life insurance, total & permanent disability insurance and income protection insurance.
INVESTMENT AND WEALTH CREATION STRATEGIES – what should you be investing in? Shares, managed funds, property…all, some or none can be appropriate and can make you money. You just need to be understood and shown what is best for your situation and goals?
PRE-RETIREMENT AND RETIREMENT PLANNING – anyone in their 50 or older, whether working or retired will be missing out on an increased retirement savings and paying too much tax if they do not get expert advice in this area. You can make a positive difference to your finances for a better retirement.
ESTATE PLANNING – personal succession – making sure your money goes to the right people and that they receive the most they can and don’t lose more than needed in tax.
BUSINESS AND OWNERSHIP PROTECTION AND SUCCESSION PLANNING – what happens if you or your business partner is removed from the business due to death, disability or illness? It can be very costly and destroy your business and family.
WORKPLACE EDUCATION AND FINANCIAL PLANNING – business owners and employees can become more productive, less stressed, and more profitable if they are have been educated on how to manage their personal finances. Find out how we can educate you and your workplace so they are less stressed and more focused.
Our Gold Coast financial planning services and advice have been benefiting people for more than a decade years and have changed many lives for the better simply because they asked the question… “How can we improve our finances and lifestyle?”… Is it time for you to do the same?
Our Gold Coast seminars are always free and there to help anyone… Is it time for you to attend one? Contact Gold Coast Financial Planner Steve today on 0427 729 448.