• Free 1 hour in-office appointment
• Evaluate your current state of financial health
• Discuss your financial goals
• Discuss potential strategies and opportunities available to you
• Establish your next step towards creating, growing and protecting your wealth
Contact us and chat to one of our qualified Financial Planner’s to book your free personal wealth review and take the first step towards achieving financial freedom.
No matter what stage of life you are at, we can help you excel in your finances and fast track your wealth.
Whether you are a young professional, busy raising a family, business owner, a successful professional or looking to retire, we can help you.
We can help you make smarter money choices to ensure you get the maximum financial benefit through every stage of life.
What Stage of Life are you at?
Achieve strong investment returns and long term wealth through property investing.
A geared property investment strategy, whether it be in your personal name or inside superannuation (via a SMSF), can provide a tax-effective way of accelerating your wealth, however there are many things to consider.
We will “crunch the numbers” to see how an investment property strategy can benefit your overall financial situation.
Giving your kids the best financial start in life!
We all want the best for our kids. Let’s give them a kick start in life and provide a REAL financial difference.
Investing little amounts now can make a big difference down the track.
Teach kids healthy financial habits, give your kids more options in life, less financial stress, more family time.
The chance to help your kids provide a deposit for their first home, fund their education, buy their first car, pay for a wedding, or experience travelling the world.
We’ve made investing for kids easy with our ‘Invest for KIDS‘ program.
Oak Tree Financial Planning is a specialist boutique financial planning practice based in Coolangatta/Tweed Heads. We proudly service clients living throughout the entire Gold Coast and Northern NSW regions.
We provide a complete Financial Planning service:
• Financial Planning •
• Investment Advice •
• Property Investing •
• Mortgage Broking •
• Tax Planning •
• Retirement Planning •
Together, our team of qualified and experienced financial planners and advisers, work closely with you to build personalised comprehensive financial plans that Create, Grow and Protect your Wealth.
No matter what stage of life you are in or what your financial goals are, we can help you.
Our aim is for you to end up in a significantly better financial position than what you were in before you walked through our doors.
It’s great to have a company, like Oak Tree Financial Planning, that really care about you . Big or small, their commitment is the same. Such a great feeling to be able to trust that they are honest and trustworthy. Highly recommended! ...
-Kate and Brian, Gold Coast QLD, Nov 2017
The personal and professional manner in which Daniel Miklos from Oak Tree Financial Planning conducted our annual financial reviews has been a refreshing experience compared to other financial institutions.
We have referred Oak Tree Financial Planning to others. They too have been impressed with the professional and caring way Daniel has helped them achieve maximum benefits with their Financial Planning, Investments , Superannuation etc.
The advice from Oak Tree Financial Planning has significantly enhanced our retirement lifestyle and we continue to refer their services to many others. ...
-Phyllis and Ed, Central Coast NSW, July 2017
Daniel, from Oak Tree Financial Planning, has been supporting us with financial advice for 4 years now and he has been absolutely professional, supportive, timely and all round has helped us achieve our financial goals. ...
-Maria and Allan, Bribie Island QLD, Oct 2017
I have been doing business with Daniel and the team at Oak Tree Financial Planning for the last two years, and I am very happy with their services. ...
-Julie, Hastings Point NSW, Oct 2017
Highly recommended Daniel and Karen and their team from Oak Tree Finanical Planning. Their honesty, professionalism and financial planning skills has been so valuable to our family. They will help you asses your current financial position and work with you to achieve your goals for the future and build your financial wealth . Book yourself a free financial consultation! Best decision we ever made! Thank you ...
-Tahlia and Cory, Tweed Heads NSW, Sept 2017
Daniel, thank you so much for all your help with our financial advice. We definitely value all the advice you have given us and have loved dealing with Oak Tree Financial Planning. I would definitely recommend your services to others. ...
-Anna and Adam, Brisbane, Feb 2015
We are extremely happy with the service that Oak Tree Financial Planning has offered us.
Within 3 years they showed us how we could afford 2 investment properties without it affecting our current lifestyle. I don’t think we would be in our current position without their help. They took the time to talk to us, and understand our situation and goals for the future. They showed us how to achieve our goals in simple to understand language and looked at every aspect of our financial situation. They even organised our life and income protection insurance cover for us.
They provided a complete package from getting started with investing to providing ongoing support ...
-Lloyd and Michelle, Canberra ACT, Sept 2015