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.
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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.

17/07/2026

We're not for the person looking for the cheapest fee.

We're not for the person who wants to skip the strategy session and just be told what to buy.

We're not for the person who treats their finances as a transaction once a year at tax time.

We are for the person who's earned enough to want a real plan, hasn't found one that fits, and is ready to actually use it.

If that's you, give us a call.

30/06/2026

Business owners, don't miss these three essential tips to maximise your tax return before the financial year ends:

Prepay Loan Interest: If you've had a successful year, prepay next year's loan interest now to bring that deduction into the current financial year.

Pay Superannuation on Time: Ensure all super payments are made before the deadline to secure your business tax deduction.

Consult Your Accountant Early: Meet with your accountant before the year ends, not after, to discuss strategies like prepaying for stock or materials and reviewing your overall tax situation.

The difference between a good tax outcome and a great one often comes down to timing. Book a chat with the Oasis Financial team before June 30 and make sure you're not leaving money on the table.

3 weeks until EOFY. Here's the shortlist:☐ Review your super contributions☐ Check your insurance inside super☐ Maximise ...
13/06/2026

3 weeks until EOFY. Here's the shortlist:

☐ Review your super contributions
☐ Check your insurance inside super
☐ Maximise your salary sacrifice
☐ Claim your deductions
☐ Book a 15 min call with a financial planner

Don't leave it to the last week. Book a call, link in bio.

11/06/2026

One of our longest standing clients came to us in her late 50s during a difficult life transition. She was unsure how to manage her money or navigate downsizing her home. Over the next decade, we worked together to:
• Build her confidence in managing her finances.
• Successfully downsize her home.
• Strategically contribute extra income into her superannuation.

By age 67, she retired because she wanted to, not because she had to. Today, in her mid-70s, she enjoys a great lifestyle, traveling every year and living comfortably on approximately $80,000 a year.

Without professional advice, her reality today would look very different.

If you are considering speaking with a financial advisor, it’s worth a chat. Let's help you plan for the retirement you deserve.

04/06/2026

I'm a financial adviser, but I don't see everybody.

What that means is this: if you're in your late 50s through to your mid 60s, you're ideally positioned for us to add real value to your situation.

If you're still working but you want to retire, you've got superannuation, and your mortgage is coming right down, there's a lot we can do. We can work to clear your mortgage, access your super early, put more into super, and use what we call a debt recycling strategy through super to save you tens of thousands in tax over the next few years.

The goal is simple: build your retirement so that by the time you reach your mid 60s, you can retire comfortably.

I offer a free 10 to 15 minute phone conversation.

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! 🚀

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

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