Oasis Financial Planning

Oasis Financial Planning is a privately owned, fee-only financial planning business based on the Gold Coast. It does not receive or accept commissions from investments or superannuation, and is licensed through a licensee not owned or aligned with financial product providers or banks. Stephen Pollard is Director and Senior Financial Planner, with 17 years' experience helping people improve their lives. He holds an Advanced Diploma of Financial Planning and a Bachelor's Degree. Nathan Thomas is a Financial Advisor and holds a Bachelor of Commerce, majoring in Financial Planning.

Denise Azevedo Steindler is a Financial Planning Assistant with over 13 years of experience in the financial planning industry. Kym Annetts is an Administration Assistant, and Jaime Khazen is a Financial Planning Assistant. Oasis Financial Planning has conducted over 3000 complimentary sessions to date. It offers a complimentary, no-obligation consultation. The business provides advice on wealth creation, superannuation, investments, wealth protection (insurances), and estate planning.

Financial planning for retirement, investments and life insurance is the core of what this practice delivers, and clients describe that work in consistently warm terms. Reviewers repeatedly mention Stephen, also called Steve, alongside Nathan and Denise, as the reason they stay: his knowledge of structuring investments, his plain and direct explanations, and his willingness to work through complex options until the plan makes sense. Independence comes up as a practical benefit, with several customers noting that recommendations are shaped around their own circumstances rather than any particular product or commission.

The same names reappear when people describe being guided out of poor investment decisions, preparing a self funded retirement or simply getting their finances onto a firmer footing. A point made in several accounts is the thoroughness of the initial conversations and the clarity of the written plan that follows, which customers say leaves them confident about the next steps. Follow up after meetings is another recurring theme, with questions answered promptly and care shown over the years rather than only at the point of signing up. Long standing relationships, some spanning five years or more, suggest the advice holds up as circumstances change.