Oasis provides a personalised service to all of our retail clients.  A financial needs analysis is performed to determine the financial position, requirements and resources of the client.  In consultation with the client, financial planning is performed with the emphasis on investment and retirement planning.  The advice given is recorded and is in compliance with the requirements of the Financial Advisory and Intermediary Services Act (FAIS) and our consultants are accredited advisors and adhere to the Regulatory requirements, and to the high standards of the Oasis Group in all its services.

The consultants are available for personal appointments at the Oasis offices in Cape Town, Johannesburg and Durban.  As a specialised service, we can arrange to meet with you at the venue of our chosing, including after-hours appointments in the comfort of your own home.