Oasis Financial Planning in Mudgeeraba, Queensland, Australia | Financial planner

Oasis Financial Planning

Locality: Mudgeeraba, Queensland, Australia

Phone: +61 427 729 448

Address: 3/75 Railway St 4213 Mudgeeraba, QLD, Australia

Website: http://www.goldcoastfinancialplanning.com.au

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25.01.2022 Which is better, property or shares? Some people love the perceived stability of property and the fact that they can physically see the investment, whereas others feel more comfortable with shares. What do you prefer? ... Let us help you decide Get your FREE consultation here: https://bit.ly/2FIs9ui

24.01.2022 We are BIG believers in educating first-time home buyers because, frankly, there just isn’t enough accurate information out there. --- We can help you not only navigate the real estate game but plan financially for your future Get a free ticket: https://bit.ly/3ouPn9m... What you will learn: Find out what banks mean by deposit" How to best save for your property deposit How much deposit should you use. Exactly what is acceptable income and expenses; Should you buy a home or an investment property How to financially protect your first home

24.01.2022 We know Christmas can be expensive this time of year ___________________________________ Especially if you don't have a plan to save, during the busy season. The truth is though if you think about it you don’t have to really spend that much. Don’t spend outside of your comfort zone this season. But what about the money you do need for Christmas?... If you’ve been shopping all year or putting away cash into your Christmas sinking fund, you might be set. But if not, you’ll have to find that money somewhere else. The first step here is to move money around in your budgetspending less on some categories in December to make up for the extra Christmas celebrations. For more advice visit us https://www.goldcoastfinancialplanning.com.au/

23.01.2022 Save // It's important not only to just spend but to put away something for those rainy day situations. If COVID has taught us anything it's vital to have a plan. Plan for the future ... Plan to not spend so much on shoes Don't forget to see a financial expert if you get stuck See more

23.01.2022 In a toxic work environment? Want to get out of dodge? It is not an unknown fact that many people are stuck in jobs that they don’t particularly love. For some, it gets even worse because their work environments are pretty much toxic. Whether it’s a nasty boss, dramatic co-worker, or offensive company policies it can be no fun! No matter if you plan to stay at your job for two more years or two more months, you can still create your exit strategy. The reason this is import...ant is that it will signal to your brain that this won’t last forever. It will reassure it that you will move on to brighter pastures one day. Remind yourself of what you are working towards and what you are creating instead of what is happening right now. For more tips and tricks on how to create an exit strategic visit us at goldcoastfinancialplanning.com.au

21.01.2022 There is something magical about Greece With some borders opening in Australia, we can start planning. Before you start spending on an expensive flight, firstly it's important to look at your savings. Have you been putting away 20% over this season? It’s far better to start saving now for your trip so you’re not reliant on your credit card. Months or even years paying off holiday debt is no one’s idea of fun.... How much will it cost? Costs vary depending on where you plan to go and how you’ll get there. Let us help you plan ahead. DM us for more information.

21.01.2022 Did you know that Aussies spend a whopping 3 billion dollars on their coffee every year? We’ve all read the budgeting advice that tells us the only way to save money is to trim all the fat from our spending. Can you save money by still keeping your daily dose of caffeine? Of course you can! The key is to live on less than you earn. Leave yourself some wiggle room so you don’t spend up to or above your limit. From your next pay, try to save more and spend less. Find an experi...enced financial planner who can help you visualise and plan for your long-term retirement goals and try to save between 10% to 25% of your monthly salary to invest in that pursuit For your free consultation https://bit.ly/3hTqDUv

20.01.2022 Another great review from one of our lovely clients. Have you booked in your free consultation with us yet? Give us a call today!

19.01.2022 Don't quit, don't give up, don't get discouraged.. YOUR breakthrough is just a step of faith away! Tonight we are taking the time to speak to you about the important topic of giving, faith and finance. A lot has happened over this year with COVID 19 and we believe everyone deserves encouragement now and then. ********************************************** If you don’t have someone in your circle who can help you refocus, gain control and set a plan for your finances Click on our website above.

18.01.2022 Happy Monday! Never be afraid to start over We can help you achieve this in 2021 Improve your financial situation today https://bit.ly/2YC

18.01.2022 Summer lovin School holidays are here and so far we are having a blast! How is everyone doing? Here is a great tip from Moneysmart... Even with the best intentions, costs can get out of hand during the holidays. Doing a budget beforehand can help keep things in check. Use this as an opportunity to teach your kids about money and get them involved in setting up a holiday budget. Talk about what you want to do and how much it all costs. You could plan the holidays with them, set a spending limit, and work out what you can do without going over this amount

18.01.2022 Jumping into the week like ... How do you become more open to success? You become the CFO of your life. Paying yourself 20% and saving can make all the difference and will make the impossible in your life plausible. ... Deciding to jump into your finances and recover your lost time is something you'll never regret doing See more

17.01.2022 ' . Very rarely will financial planners recommend property as an investment option. At Oasis Financial planning we do! We love supporting you on your journey. Whether you are a first home buyer or looking to get your first investment property we can help. Guess what? We don't charge commission for property advice. ... Are you on track to achieve your financial and life goals? Talk to an expert today! Start investing in you https://bit.ly/3hTqDUv

15.01.2022 Losing a partner in divorce, separation or death can leave you reeling. At this time it’s crucial that you gather your thoughts as soon as possible so that you can assess the financial impact this change will have on your life. Do you agree? This will help you get re-established financially and minimise the economic impact on your children. Never assume the cash flow will be the same way it was before this time.... Take stock of any debts, payments owed on behalf of your partner and re-adjust and any bank accounts that were previously shared by both of you. We understand how challenging this be and we are here to help You may need to take out more insurance now that you don’t have a second income to rely on. Please whether it's us or another financial planner, don't wait. Visit an experienced financial adviser to get your finances in line and figure out what steps you need to take in order to get re-organised

12.01.2022 Want to know how to successfully buy shares and invest during COVID-19? Super tricky, but not impossible! When done right, you can grow the money you invest by anywhere from 7% 10% per year over the long term. With the right advice, a small amount of money and our know-how there is nothing you can't do to achieve more. Interested? ... Get a free consultation today, https://bit.ly/3hTqDUv See more

11.01.2022 Are you ready to keep your Christmas spending in check? Sticking to your budget isn't easy but we can help. From all of our team at Oasis financial planning we wish you a save and happy, blessed Christmas! To book in for 2021 head to: https://bit.ly/34bNLZO and recieve a FREE copy of our financial tips.

11.01.2022 Did you know that a whopping 56% of married women leave investment and long-term financial planning decisions to their husbands, and 85% of women who defer to their husbands believe their spouses know more about financial matters? Investing in the right advisor, in the right plan and getting your head around the numbers can be tricky, but not impossible. It's like buying a new pair of shoes accept you are instead investing in something that will last a really long time. YO...U! Unsure of the path ahead? At Oasis Financial Planning we can help you decide on your approach and work with you to create an investing habit that works for you. We know that adopting a new practice and doing it consistently is really hard, but it really pays off. For more investing habits, strategies and tips. Get your free consultation https://bit.ly/3hTqDUv

10.01.2022 2021 isn't too far away Reminder: This holiday season we encourage you to go easy on Afterpay and Uber and instead set a budget. Don't buy now and struggle later, instead think about what will give you most enjoyment for your buck, rather than simply choosing convenience. Think of Afterpay just like a credit card purchase if you don't have the money to pay for it then don't do it! ... For more financial tips come see us in the New year Book in 2021 https://bit.ly/2FIs9ui

06.01.2022 Remember to roll all of your supers into one account it can save you a lot of money in fees, leaving you more for retirement. Make sure you assess your cash flow and what you need to live off. This will help you understand how much you need and help you plan towards retirement. Then you can look at salary sacrificing your wage into your superannuation to give you personal tax deductions and build your finances For more tips visit our website

05.01.2022 Mini Review Time Q. What is something you struggle with in your finances? --------------------------------------------------------------------------- Dear frustrated, people... Stop looking so hard for your answer. It’s right in front of you. - We are here to help you thrive in your finances. Whether it be in insurance, planning, realestate or even just mindset and advice we are here for you! Keep pushing and keep the faith - Sincerely, Stephen

05.01.2022 Q: What did the ocean say to the pirate? A: Nothing, it just waved Arrrrgh matey national talk like a pirate day is coming up on Saturday and to celebrate we thought we would offer you the gold by giving out free financial planning consultations ... Most pirates spend their loot just as fast as they could steal it but we encourage our clients to instead invest it and gain interest on their loot Inbox us for a free consultation on your finances today!

02.01.2022 KEY POINTS You can access your super while you are working if you have reached your preservation age. There are different tax applications, let's explore these below. Listen below for more super key points or come in for a FREE consultation in Mudgeeraba, Queensland, Australia Book in here:https://bit.ly/3hTqDUv

01.01.2022 If only there was a Christmas club with the banks Agreed?

01.01.2022 Why invest in Property?! The gap between the worth of your home and the size of your mortgage is referred to as equity. It rises when you repay your loan and as property prices rise. _____________________ And this is why we believe that owning is preferable to renting: your house loan repayments grow your equity, not someone else's.... Need help with investing in property, find out more https://bit.ly/3hTqDUv