Oak Tree Financial Planning is a specialist boutique financial planning practice with our head office located at Tweed Heads (Tweed Coast) and a 2nd office at Varsity Lakes to conveniently service our Gold Coast based clients.
We offer our clients a comprehensive financial planning service including;
• Financial Planning
• Mortgage Broking: Full Home Loan and Lending service
• Investments & Property Investing
• Superannuation & SMSF Advice
• Personal Risk/Life Insurance
• Retirement Planning
Our financial planning team have over 20 years combined experience in the financial services industry and are all tertiary qualified.
Oak Tree Financial Planning is a corporate Authorised Representative of Securitor Financial Group, one of Australia’s leading financial services licensee’s. We are also backed by one of Australia’s leading financial advisory and technical groups.
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.
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.
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