ENQUIRE WITH US TODAY!

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.

Your Life Stage

EXPERT PERSONAL FINANCIAL ADVICE FOR EVERY LIFE STAGE

No matter what stage of life you are in, we can help you get the most out of your financial situation by helping you make smarter money choices.

 

We provide expert advice & support across all areas of Financial Planning.

Quite often there is a ‘better way’ of doing things, to make the most of your hard earned money.

 

Advice for you, your family and your business.

Your life is forever changing as you move through the life stages. Whether you are buying your first home or investment property, having a family, are a professional succeeding in your career, growing your business, thinking about retirement or have changed family circumstances…

 

Our Financial Advisers are here to help you through each stage of life to achieve financial security.

 

What stage of life are you at?

Stage 1:   Starting Out (20’s & 30’s)

Stage 2:  Young Professional’s (30’s & 40’s)

Stage 3:  Business Owners

Stage 4:  Family

Stage 5:  Pre-Retirement (50’s & 60’s)

Stage 6:  Retirement

 

We can help you create a Financial Plan to grow your wealth and protect everything that is important to you; family, assets and lifestyle.

 

Helping families build their wealth the smarter way, no matter what lifestage you are in.

Your Oak Tree 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.

 

Lifestyle Financial Planning for you.

At each Life Stage you are faced with new priorities and different financial challenges and goals.

It is important to understand and address the challenges unique to your particular Life Stage and then set in motion financial steps to prepare and plan for the next Life Stage. This will give you the best chance of building wealth, fulfilling your financial goals and ultimately achieving financial freedom sooner.

 

At Oak Tree Financial Planning we can help you achieve your financial goals no matter what stage of life you are at.

 

We are committed to providing you with ongoing service and advice to ensure that your financial plan continues to address your changing personal circumstances and goals as you move from one life stage to the next.

 

Speak to a Financial Planner Today

 

To learn more, click on your relevant Life Stage.

 

Contact us 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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