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Office locations in Tweed Heads and Gold Coast.

Our Financial Planner's 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, email us or simply fill in the form below.

Families

Established in your career with rising income and you have financially dependant children. High debt levels due to home loan/car loans and spending habits are typically centered around your family and children’s growing expenses.

At this stage of life your income can easily be consumed by your children’s expenses (such as education, sports, holidays), buying a larger home and a new car and this brings added complexity to your finances.

For these reasons it is important to stay on track by:

  • setting financial goals
  • reviewing your budget
  • putting in place a savings plan for your children’s education expenses and other big ticket items like family holidays, a new car, home renovations etc.
  • borrowing wisely (for a larger home or new car)
  • investing surplus income
  • reducing tax
  • maintaining or building your investment portfolio
  • managing your debts and borrowings
  • protecting your income
  • having adequate life insurance to protect your family
  • preparation of an estate plan
  • making sure your superannuation is in order

Getting the right financial advice at this stage of your life is critical because it is easy to get bogged down in the day to day activities of family life and to lose track of your financial goals.

Having an effective financial plan in place will help you stay on track during this busy time of your life.

To get your finances back on track, contact us and speak with your local Gold Coast Financial Planner today.

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Testimonials

  • 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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