ENQUIRE WITH US TODAY!

Office locations in Tweed Heads/Coolangatta and Gold Coast.

Can't come to us? We also offer a premium advice service and can arrange to meet with you in the convenience of your own home or workplace.

For more information, or to book your FREE no obligation initial consultation with a Financial Planner please call us, send us an email, or simply fill in the form below.

Book your Personal Wealth Review

• 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.

Book Now

Financial Planning for all Stages of Life

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?

Your Life stage

Want to Invest in Property?

We help our clients buy investment properties.

Achieve strong investment returns and long term wealth through property investing.

A complete end-to-end Property Investment Service, stress free.

We can provide:

  • Property Research/Analysis
  • Secure & Negotiate Purchase Price
  • Source Home Loan
  • Arrange Certified Conveyancing, Property Management, Building and Pest Inspections, Depreciation Schedules and more
  • Your own Financial Planner to ensure a smooth and stress free investment property purchase

Learn More

Invest Kids

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.

Find out more…

Welcome to Oak Tree Financial Planning

Oak Tree Financial Planning is a specialist boutique financial planning practice with offices in Tweed Heads/Coolangatta and Varsity Lakes, Gold Coast.

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.

What We Do

Loans & Debt Reduction

New Home Loans. Refinancing.
Lowest Interest Rates.
We’ll find the best loan that suits you.

Property Investing

Purchasing and managing your investment property.
The ‘ins and outs’ of property investing.

Investing & Tax Advice

Invest wisely and grow your wealth tax effectively.
We can design an investment plan that suits you.

Super & Retirement Planning

Boosting your Super.
Preparing for retirement.
Retire sooner and live the retirement lifestyle you want.

TALK TO A FINANCIAL PLANNER TODAYENQUIRE NOW

Our Blog

Testimonials

  • 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

Our Team

Our Partners

SIGN UP TODAY

Sign up today and become an Oak Tree Financial Planning Member to receive our monthly e-newsletter, handy financial tips and tricks, regular market updates and commentary and exclusive member only offers. It’s FREE to join.