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.

Coolangatta_Small_Oak Tree Financial PlanningKirra_Oak Tree Financial Planning



Suite 25 (Level 2)

75-77 Wharf St

Tweed Heads NSW 2485



(07) 5599 1662


Email :



We are proud to offer a free 1- hour initial consultation for local Tweed Coast & Gold Coast residents.


Book Your Free Consultation with a Certified Financial Planner CFP®

• Free 1 hour in-office appointment

• Understand your current Financial Position

• Discuss your Financial Goals

• Map out 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 consultation and take the first step towards achieving financial freedom.


Call (07) 5599 1662


An Oak Tree Financial Planner will sit down with you to learn all about you and your needs.

Find out how a Financial Planner can help you.


“Gain some clarity and confidence with your finances”


Why are we giving you 1 hour of our time for FREE?

We like to use this time, to get to know all about you, and you’ll get to know about us too. Learn how we can help you and see if we are the right fit for each other. 

As Financial Planners, we understand it’s important to have a Financial Planner who truly understands your needs and who can provide all the services you require. We offer a free initial meeting so that we can learn as much about you as possible during this time. You can also take this opportunity to ask us about our services, to ensure we have service offerings which match your needs.

Our free initial meeting will give you the opportunity to see if we are the right fit for you. It’s at no cost to you, and is an obligation free meeting. We are very proud to be able to offer this complimentary initial meeting to local Tweed Coast and Gold Coast residents.


“Take the first step..”


Get Started.. Call a Financial Planner today


OAK TREE Financial Planning

TWEED HEADS Financial Planning OFFICE:

Suite 25 (Level 2)

75-77 Wharf St

Tweed Heads NSW 2485

Call: (07) 5599 1662

Email : enquiry@oaktreefinancialplanning.com.au

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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