Office locations in Tweed Heads and Gold Coast.

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A collection of blogs, articles, editorials, news stories, commentaries, and updates.

Centrelink Age Pension: New Asset Test Rules 1st Jan 2017

Oak Tree Financial Planning on December 2, 2016

Assets tests and the aged pension: do new rules affect you? If you need to live in residential aged care it’s likely you will need to pay aged care fees...

Trump: Pump and Slump?

Oak Tree Financial Planning on November 4, 2016

The prospect of Donald Trump as US President seemed like a fantasy only a year ago, and yet, here we are today watching a Clinton v Trump election race. The...

6 ways women can make more of their super

Filed under:Super and SMSF
Oak Tree Financial Planning on September 29, 2016

Women have to work their superannuation investments harder to help improve their retirement income. Lower salaries and time out of the workforce to raise...

Our Blog


  • 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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