Office locations in Tweed Heads/Coolangatta and Gold Coast.

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.

Investing for your Children’s Future

Give your kids a great start in life.

Wouldn’t it be nice to give your child $41,600* on their 18th Birthday? That’s a nice deposit on a home, or a new car, or a wedding paid for, or simply a great financial head start in life!

All it takes is to invest as little as $20 per week.

Investing is easy. Our experienced financial planner’s can help you set up an online investment account today that is tailored for you and your family. Invest as little or as much as you like (with a minimum of $20 per week), retain full access to your money, stop and restart the investment at anytime, and withdraw your money when you need it.

*If you invested as little as $20 per week into a professionally managed investment account, your investment can be worth as much as $41,600 after 18 years.

To find out more and to get your children’s investment account started, contact us by emailing us at enquiry@oaktreefinancialplanning.com.au or call us on (07) 5669 9760.

Oak Tree Financial Planning specialises in financial planning for families. To find out how we can help your family click <here>.


Our Blog


  • 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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