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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.

Can't come to us? We also offer a premium advice service and can arrange to meet with you in the convenience of your own home or workplace.

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

Financial Planning

WHAT IS FINANICAL PLANNING?

Financial Planning is all about having a plan in place which sets out how to best meet your financial and lifestyle goals so that you can achieve what you want to achieve in life.

When it comes to managing your finances and wealth, quite often, there is a ‘better way’ of doing things. A qualified Financial Planner has the ‘know how’ to advise you on the best way forward when it comes to managing your finances.

 

A Financial Planner is a specialist profession who knows the intricacies of finance. We delve deep into your entire financial situation to see how we can improve your finances and ultimately meet your lifestyle and financial goals. We look at your cash flow, debts and home loan, investments, tax planning, superannuation, insurance, investment properties, retirement plans, financial goals, and lifestyle goals and put in place strategies and investments to help you get to where you want to be in life.

 

An Oak Tree Financial Planner will work with you to design a step by step Financial Plan that sets out how you can meet your own personal financial goals and lifestyle goals.

 

Helping you make smarter choices with your finances, providing you with better options, so you can lead a more comfortable life.

 

Here’s how we do it!

 

  1. LET’S MEET

Come in for a free chat with a licensed Financial Planner to see how your finances are positioned. We want to learn all about you and your finances; your wants, needs, fears, concerns. You’ll gain clarity of your current financial position and see how we can help you with your finances.

 

  1. STRATEGY Development

We’ll review your financial situation and develop strategies to help you achieve your financial goals. We can provide advice on only one area or provide a complete comprehensive Financial Plan (which is a step by step plan which shows you how to better your finances and meet your financial goals). We can provide advice on the most appropriate investment strategies for you and also provide advice on investment products.

 

  1. IMPLEMENT

We’ll help you put in place the Financial Plan, and provide an ongoing advice service to help manage your finances and keep you on track with your Financial Plan. So that you spend less time worrying about your finances and paperwork, and more time living life and doing more of what you love.

 

Want to know more… have a chat to a qualified Financial Planner. Book in a free initial consultation, and see how we can help you.

Speak to a Financial Planner Today

 

Our Blog

Testimonials

  • 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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