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.

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Financial Management for Gen Y

Wealth management and planning for the future is not just for married couples and older people. Planning for the future while you are still young can have a lot of benefits for you in the long term, particularly when it comes to your retirement. According to the Australian Bureau of Statistics (ABS), in 2006, 31% of young people in their twenties were still living with their parents, mainly for financial reasons.

Making an early start on planning your financial future can help you achieve financial independence sooner, purchase a property and could even give you more to leave to your own children in the future. Although it may seem a long way ahead, starting to plan for your retirement now, and purchasing life insurance early, could make a very big difference to your family’s lifestyle and security in years to come.

One of the first things to do when you are trying to take charge of your finances is to set a budget. Keeping track of your spending and putting regular amounts into a savings account can set good habits which will stand you in good stead later on.

Although starting a family may still seem a long way off, purchasing life insurance while you are young and healthy could qualify you for a hefty discount on your premiums. Life insurance policies are calculated on a number of risk factors, and chances are, a young person will be considered at a lower risk of developing a serious illness and claiming on their policy.

Make sure your super is working for you. Paying into your super fund from an early age means that there will be more in there when you do eventually retire. If you are a Gen Y’er and looking to build the foundation for a secure future, contact a professional financial advisor for help.


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  • 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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