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.

Your Life Stage

No matter what stage of life you are at, we can help you get the most out of your financial situation.

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:  Family

Stage 4:  Pre-Retirement (50’s & 60’s)

Stage 5:  Retirement

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. More importantly, 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.

To learn more, click on your relevant Life Stage.

Contact us today

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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