About Us

OASIS WEALTH

The General Advice Specialists

Oasis Wealth is the AFSL holder of choice for Financial Advisers and Brokers who want to expand their revenue by offering Life Risk Insurance Products under the General Advice model.

We are a female owned and operated AFSL. We offer specialist experience, an easy-to-use model, and an effective and supportive platform for finance professionals.

MORE ABOUT US

Our Brand Values

SUPPORTIVE

As a supportive “friend” to finance brokers and advisers, we want to make life as easy as possible for our clients, to support their business goals and growth.

EXPERIENCE

Collectively, we have over 50 years experience in the Finance and Broking industries and have created an effective, compliant and stress free support system for Finance Professionals.

EFFICIENCY

We believe in ease of doing business so we continuously work to make our business model and services clear and efficient.

ACCOUNTABILITY

Trust is an important element in the financial industry, and we place a high value on reliability, honesty and transparency.

EMPATHY

We are a team of Finance Professionals who understand the pain points in the industry, and we have the tools and desire to help our clients navigate issues with ease. We know how hard this business can be and we enjoy helping our clients any way we can.

Why Choose Oasis Wealth?

EASY-TO-USE MODEL

Oasis has two main opportunities for Advisers and Brokers to earn additional income.
• General Advice Model – Offer Life Risk Insurance Products to your clients directly, using our quick and easy General Advice model.
• Referral Model – Refer your clients to our dedicated Life Insurance Specialist panel and receive an upfront fee for each successful referral.

INCREASE YOUR INCOME

Commissions are paid weekly direct to you. You can also build a Trail Book with recurring income value.

DIVERSIFY YOUR REVENUE

Add services to your client offering to maximise your client experience and increase your client touchpoints.

'FUTURE PROOF’ YOUR BUSINESS

Adding another income stream to your business can protect your business and help build an additional asset.

USEFUL LINKS

The Information provided is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information presented you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. We highly recommend you seek professional advice to check how the information relates to your unique circumstances. Oasis Wealth is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided.

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