Oak Tree Financial Planning is a specialist boutique financial planning practice based at Tweed Heads/Coolangatta. Our office is conveniently located to service our clients in Pottsville and surrounds.
• Your trusted local Financial Advice & Planning Specialists
• Family owned and operated
• Not owned by, or affiliated with, any banks or large financial institutions
We partner with our Pottsville clients, and tailor our services, so you will always be treated as a valued client, and never as a number.
We are a holistic financial planning practice, helping families achieve the financial future they desire and deserve.
● Debt Management Strategies
● Budgeting and Cash Flow Management Advice
● How to invest in shares advice
● How to invest in managed funds advice
All services can be provided independently or as part of a comprehensive Financial Plan.
Financial Planning: It’s what we are most passionate about, it’s what we do, it’s what we are the best at, it’s what sets us apart from the rest.
Our Financial Planners and Advisers servicing the Pottsville area have over 25 years combined experience in the financial services industry, are tertiary qualified and have industry leading Financial Planning qualifications.
Our team take the time to understand your needs, wants and fears, to create an individual personalised financial plan that will work for you.
When you partner with Oak Tree Financial Planning you partner with a team of specialists so you can be rest assured that your financial planning needs are in good hands.
Getting the right financial advice can mean the difference between ‘just getting by’ and living the lifestyle you dream of.
Do you have a Financial Planner? What are they doing for you? When was the last time you heard from them? More importantly, are you getting the most out of your finances and getting REAL value for money?
Need financial advice? We are here to help you. We are pleased to offer a FREE 1-hour, no obligation consultation to discuss your enquiry.
• You are our valued client, not just another number
• You will partner with a dedicated financial planner
• We will take the time to understand what is important to you and your family
• We will develop strategies that are specific to you and your family
• We care about your future just as much as you do
• We will be with you all the way
• Complete support from a team of financial specialists and experts
Your Pottsville Financial Planner will work closely with you to help you get the most out of your finances so that you have more time to enjoy life… whether that’s living the lifestyle you want, excelling in your chosen career, spending more time with your family, maximising your business growth or having a better retirement. We are here to help you make smarter money choices and to simplify the management of your finances, so that you have more time to enjoy doing what you love.
● Tweed Heads
● Banora Point