ENQUIRE WITH US TODAY!

Our office is centrally located in Coolangatta/Tweed Heads making it convenient and easier for all our Gold Coast and Northern NSW clients to get to.

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.

About Us

About Oak Tree Financial Planning

Oak Tree Financial Planning is a specialist boutique financial planning practice based at Tweed Heads/Coolangatta. Our office is conveniently located to service both our Gold Coast QLD and Tweed Coast NSW clients.

 

We are:
•    Your trusted local Financial Advice & Planning Specialists

•    Family owned and operated

•    Not owned by, or affiliated with, any banks or large financial institutions

 

We partner with our clients, and tailor our services, so you will always be treated as a valued client, and never as a number.

We are a holistic financial planning practice, helping families achieve the financial future they desire and deserve.

 

We offer our clients a comprehensive financial planning service including;

 

•    Financial Planning Advice

•    Wealth Creation

•    Investment Advice

•    Property Investing

•    Tax Planning

•    Personal Financial Advice

•    Business Advice

•    Superannuation

•    Self Managed Superannuation Fund Advice (SMSF)

•    Buying Property in Super

•    Retirement Planning

•    Life Insurance, Income Protection Insurance

•    Personal Insurance

•    Business Insurance

•    Finance & Mortgage Broking

•    Home Loans Refinance, Investment Loans

•    Debt Management Strategies

•    Budgeting and Cash Flow Management Advice

•    How to invest in shares advice

•    How to invest in managed funds advice

 

All services can be provided independently or as part of a comprehensive Financial Plan.

 

Speak to a Financial Planner

 

WE ARE YOUR FINANCIAL PLANNING & ADVICE SPECIALISTS

Financial Planning: It’s what we are most passionate about, it’s what we do, it’s what we are the best at, it’s what sets us apart from the rest.

Our Financial Planners and Advisers have over 25 years combined experience in the financial services industry, are tertiary qualified and have industry leading Financial Planning qualifications.

Our team take the time to understand your needs, wants and fears, to create an individual personalised financial plan that will work for you.

When you partner with Oak Tree Financial Planning you partner with a team of specialists so you can be rest assured that your financial planning needs are in good hands.

 

ARE YOU GETTING THE MOST OUT OF YOUR FINANCES?

Getting the right financial advice can mean the difference between ‘just getting by’ and living the lifestyle you dream of.

Do you have a Financial Planner? What are they doing for you? When was the last time you heard from them? More importantly, are you getting the most out of your finances and getting REAL value for money?

Need financial advice? We are here to help you. We are pleased to offer a FREE 1-hour, no obligation consultation to discuss your enquiry.

 

Book a FREE 1-hour Consultation

 

Here’s what sets us apart;

 

•    You are our valued client, not just another number

•    You will partner with a dedicated financial planner

•    We will take the time to understand what is important to you and your family

•    We will develop strategies that are specific to you and your family

•    We care about your future just as much as you do

•    We will be with you all the way

•    Complete support from a team of financial specialists and experts

 

We will guide you to financial freedom

Your Financial Planner will work closely with you to help you get the most out of your finances so that you have more time to enjoy life… whether that’s living the lifestyle you want, excelling in your chosen career, spending more time with your family, maximising your business growth or having a better retirement. We are here to help you make smarter money choices and to simplify the management of your finances, so that you have more time to enjoy doing what you love.

 

Speak to a Financial Planner Today

 

Meet our team below

DANIEL MIKLOS

Director & Senior Financial Planner

KYLIE CAVE

Office Manager

ED HANZIC

Finance Manager and Senior Paraplanner

JULIE PETIT

Lending Specialist

KAREN MIKLOS

Investment & Property Analyst

Our Blog

Testimonials

  • 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 ...
    -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 ...
    -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 ...
    -Lloyd and Michelle, Canberra ACT, Sept 2015

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