Oasis Financial Planning

Trusting someone in the field of finance is so important. Steve is that someone. I can thoroughly recommend him!

I cannot recommend Oasis Financial Planning highly enough. They were pleasant and efficient to deal with from the first moment we sat down with them. Refreshingly for this industry the focus was on our needs and not on sales of financial products. Steve and his team were patient with all of our questions and made sure the financial plan was customised to our individual goals. I am glad we choose Oasis to help set up our financial plan.

Steve was great to deal with & very knowledgeable. His advise was clear & I believe a perfect fit for our situation. I highly recommend Steve & the team at Oasis Financial Planning.

I first met Steve at a seminar he was holding for young adults in which he was educating a room full of people on how to understand their finances and make strategic decisions for the future. I was impressed not only by his passion and knowledge but also his ability to communicate financial concepts effectively. I left the seminar feeling confident and empowered by what I had learnt. Steve is now helping my partner and I plan for our future together and has given us clear direction that will see us get ahead and achieve many of our life goals. Instead of dreaming about what we want from our future, we are using Steve's expertise to make it happen. I have already recommended Steve’s services to friends and family and will continue to do so. Kathleen and Jorge

Steve has a gift of making complex things easy to understand. His advice on managing finances is simple and easy to follow. We had tried to do something similar following the barefoot investor but it was a bit confusing and difficult to implement. Steve's advice made so much more sense and could be actioned straight away. Feeling much more at ease with regards to our finances whereas I previously had a lot of worry and anxiety attached to budgeting and managing our finances. Thank you so much Steve! We are so grateful.

I would like to thank Steve Pollard for all his advice. The process and paper work was a lot easier, less stressful and manageable with Steve's guidance. Steve answered all our questions in a clear and detail manner.

Steve and his friendly team were very professional in helping me to establish my future financial security, as I make the transition to retirement. Steve's honest, financial advice was clearly set out in a personal management plan that you knew was not tainted by underlying agent commissions which other financial planners and banking institutions have succumbed to, as was highlighted in the recent Royal Commission in to the financial industry. Most importantly, Steve's team handled all the paperwork to rollover my underperforming industry superannuation fund that had been named in the same Royal Commission, in to lower fee and higher performing fund. My sincere thanks are extended to you Steve for making this eventful time such a smooth and stress-free process.

Steve has been a great help getting our finances on track while our family went from two to four. We've always enjoyed having him into our home and his financial advice has been spot on. We wouldn't be in the position we are now if it wasn't for him.

Amazing amazing service. I just had a consultation call and advised the fees to see a financial advisor are not quite worth it yet for me as i’m not investing enough, however steve took the time to offer me resources, advice on where to start researching and even where i can begin when starting out. They definitely didn’t need to provide me all that info and it was so much appreciated!

The best financial planner we know! don't forget to leave a review on his Facebook page oasisfinancialplanning and follow us :)