Oasis Financial Planning

Oasis Financial Planning Oasis Financial Planning is a financial planner & advisor in Mudgeeraba, on the Gold Coast. For the best financial planner on the Gold Coast, look no further.

We offer all financial services, including investment planning & advice, risk insurance for illness, injury, or premature death, SMSF superannuation advice, tax planning, personal budgeting, debt recycling, finance & debt management, estate planning, retirement planning, wealth management, & wealth planning. We operate from Mudgeeraba and have clients from all over the Gold Coast including Varsity

Lakes, Merrimac, Tallai, Mermaid Waters, Miami, Burleigh Waters, Reed Creek, Palm Beach, Broadbeach, Surfers Paradise, Reedy Creek and Worongary to name a few.

26/05/2026

If your financial advisor can't afford the holidays they want, that's information.

The whole point of doing this properly is so your money works harder than you do, until eventually it pays you, and you stop chasing it.

That's the plan we build with every client at Oasis.

Free 15 minute call. Link in bio.

19/05/2026

The average Aussie holds a property for 4 years. Then sells it. Then wonders why it didn't grow. Property doesn't work on a 4 year cycle.

It works on a 15 year one. And right now, with rates and cost of living biting, a lot of people are about to make a 4-year decision that costs them the next 15.Before you list it, let's look at the budget. Let's look at the loan structure.

Let's see what we can rearrange so you keep the asset that's quietly doing the heaviest lifting in your future.Selling is one option. It shouldn't be the first one.

DM "property" or book a 15-min call (link in bio).

06/05/2026

Most Australians don't know what happens to their super when they die.

Spoiler: it doesn't automatically go to your family.

If you have no nomination in place, your super fund will advertise the funds, and anyone can put forward a case to claim a portion. Yes, anyone.
Non binding nomination? Still challengeable.

Binding nomination is the only one that does what you think nominations do.
And here's the part nobody talks about: tax.
→ Spouse receives super → no tax
→ Adult children receive super → taxed
→ Same money. Different recipient. Different outcome.

The fix exists. There's a withdrawal and re-contribution strategy that can wipe out the tax burden on your adult kids before it ever lands. Most people only find out it existed after their parents are gone.

Worth a 30 minute conversation while everyone's still here.
Save this. Send it to your siblings. Then book a chat.

On this ANZAC Day, we pause to remember. In 1915, Australian and New Zealand soldiers earned just 6 shillings a day, rou...
24/04/2026

On this ANZAC Day, we pause to remember.

In 1915, Australian and New Zealand soldiers earned just 6 shillings a day, roughly $2.80 in today’s money.

They didn’t fight for wealth. They fought for the people they loved, the land they believed in, and the freedom we wake up to every single day.

Lest we forget. 🇦🇺🇳🇿

22/04/2026

How to legally “rip off” the ATO and retire sooner! 💸

Are you approaching 60 and worried you haven’t saved enough in super to retire by 65? You might be able to use a completely legal strategy called Transition to Retirement (TTR) to bridge the gap.

How it works:
• Salary Sacrifice: You move a portion of your pre tax wages directly into your super, which can save you thousands in tax every year.
• Maintain Your Lifestyle: To make up for the lower take home pay, you turn your super into an income stream and pay yourself from those funds.
• Cycle the Savings: By simply cycling money through your super, you are reducing your tax bill while growing your nest egg.

The Results: Over a five year period, this strategy can:
• Increase your super balance by $70,000 to $300,000.
• Save you between $30,000 and $130,000 in tax.

I recently worked with a couple in their late 50s who didn’t think they could afford to retire at 65. By using a TTR strategy for five years, they were able to retire on schedule and are now living tax free for the rest of their lives.

Stop leaving money on the table and start planning your exit strategy today! 🚀

What does your financial planner do on holidays? Because it matters more than you think. 🇳🇿If the person managing your m...
17/04/2026

What does your financial planner do on holidays? Because it matters more than you think. 🇳🇿

If the person managing your money has never actually built a life they love, how are they supposed to help you build yours?

A financial planner who travels, disconnects, and lives well isn't a red flag. It's the green flag you've been looking for.

If you've been putting off getting your finances sorted, this is your sign. 👇

Book a free call with Steve at Oasis Financial. Details in bio.

13/04/2026

Stop paying unnecessary bank fees! With over 20 years of financial planning experience, I recommend simplifying your finances into just 3 accounts... Let me know your thoughts below!

05/03/2026

At Oasis Financial, my team and I keep things simple with clear fixed fees and no hidden surprises, and you can book a free, no obligation phone call with us to see how we can help you move forward with confidence.

Information on this profile!

20/01/2026

Are you receiving a tax refund? Reach out to Steve, Financial Planner at Oasis Financial.

We can help you make the most of it!

Good money habits are not about being perfect. They are about being intentional.If you are still guessing your budget, h...
06/01/2026

Good money habits are not about being perfect. They are about being intentional.

If you are still guessing your budget, hoping your super looks after itself, or leaning on Afterpay and Zip to get through the month, this is your sign to pause and reset.

Strong financial planning looks like:
✔ knowing where your money is going
✔ having a plan, not a hope
✔ reviewing things before they become problems
✔ asking for advice instead of guessing

Small changes now create big confidence later.

💬 What is one “out” habit you want to leave behind this year?

02/01/2026

Every Aussie deserves to feel confident about their financial future.

From budgeting basics to smart investment steps, Oasis Financial breaks down what you really need to know, simply, clearly and without the jargon.

We also don’t get commission on ANY of our advice, reach out today for a FREE consult with Steve.

Address

3/75 Railway Street
Mudgeeraba, QLD
4213

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Website

Alerts

Be the first to know and let us send you an email when Oasis Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category