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.

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

Build Your Wealth

Grow and Protect Your Wealth


“We love helping Professionals and working families, achieve greater wealth and better lifestyle choices.” 


Wealth Building Strategies are all about reviewing your current financial position to ensure you are building wealth the ‘right way’ for your individual situation.

You want to build more wealth, reduce tax and make sure your investments are structured in the best way possible to achieve your financial and lifestyle goals.

A Financial Planner can help you grow your wealth by utilising various investment strategies & financial advice which can better your financial situation.


With expert Financial Advice, you can uncover the smarter way of doing things to make the most of your money!


Are you utilising all the appropriate wealth building strategies that are right for you? Quite often there is a better way of doing things. You may have built your wealth to date on your own, but now it’s time to get some professional help. With expert financial advice you can put in place better strategies that maximise your financial wealth so that you can live a better financial life.

Strategies to provide you with more cash flow, repay your home loan faster, reduce tax, build wealth, buy investment properties, invest in shares, managed funds, boost your superannuation, prepare to retire sooner.


Ready to chat.

Book FREE 1 hour Wealth Building Meeting


Are you seeking professional investment advice to take your financials to the next level?

Maybe you are busy in your career or busy enjoying life…  and you just don’t have time to take care of your finances?

You need someone to take care of the paperwork, sort out your finances, review your cashflows, debts, investments, superannuation, tax planning, life insurances.  To make sure your finances are in the best position possible.

You might be unsure whether you are doing everything right, you may have surplus cash ready to invest and you just need some guidance on how to structure your finances so that you can build wealth the right way.

A professional licensed Financial Planner has the expertise to help you grow your wealth the smarter way. Quite often, there is a better way of doing things, and we’ll show you how.

We can determine which investments are appropriate for you, be it shares, managed funds, property, fixed interest or cash. We can structure a personalised investment portfolio that suits you.


Getting expert financial advice allows you to save time and position your finances in the best way possible to achieve all your financial and lifestyle goals.


It all starts with getting a ‘Financial Plan’ in place which is a step by step process of how to build wealth the successful way. We’ll show you how to build wealth and keep you on track to achieving it.

You will have an experienced, tertiary qualified, Financial Adviser with industry leading qualifications, to assist you each step of the way.


An Oak Tree Financial Planner can help you:
  • Select the right asset classes that suit you, shares, property, fixed interest, cash
  • Structure your investments, cash flow and debt in the most effective way possible, to build wealth, reduce tax and ultimately achieve your financial and lifestyle goals
  • Using our rigorous investment approach we’ll select specific shares and managed funds for your portfolio
  • Analyse direct property investments and determine which property strategies are right for you
  • We are always up to date with financial markets & legislation so that we can manage your investment portfolios and strategies, and to take advantage of any opportunities that arise from changing legislation and changing market conditions
  • We’ll take care of the paperwork so that you’re not bogged down in the administration of getting your finances sorted and we can also provide ongoing management of your finances
  • We’ll consider multiple strategies and put together a ‘Step by Step Financial Plan’ of the best strategies that suit your financial and personal situation.
  • We’ll keep you on track, so that you achieve your financial outcomes and get to where you want to be in life.


Having a focused plan for growing and protecting your wealth over the long term will help you reach your goals sooner and set you up for financial freedom in the future.


Learn how you can build wealth today.

Contact us for your free initial consultation with your local Gold Coast Financial Planner.


Speak to a Financial Adviser today



If you are starting out & new to investing, learn more…



If you are familiar with investing & want to build more wealth, learn more…



If you are a seasoned investor & seeking Portfolio Management, learn more…


We are family owned and operated. Our office is centrally located in the heart of Tweed Heads to conveniently service local clients in Tweed Heads, Coolangatta, Kingscliff, Pottsville and surrounds.


We proudly service the following Tweed Coast & Gold Coast areas and surrounds;

● Coolangatta
● Tweed Heads
● Kingscliff
● Pottsville
● Casuarina
● Bilambil
● Banora Point
● Terranora
● and All areas of Southern Gold Coast & Tweed Coast


Book a FREE 1-hour Wealth Review Meeting



You may also be interested in ‘Investment Advice and Growing Wealth

Our Blog


  • 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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