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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.

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.

 

Speak to a Financial Planner

 

WHEN IS THE RIGHT TIME TO SEE A FINANCIAL PLANNER?

We can all benefit from financial advice, the sooner you start building wealth & securing your financial future for your family the better… but you should certainly consider seeking financial advice BEFORE these key times… so that you can make smarter money choices.

Some key times to consider getting advice are before you:

  • Get a promotion or change jobs
  • Buy a home, upgrade your home or sell your home
  • Buy or sell an investment property
  • Refinance loans
  • Start to invest in shares, managed funds or cash
  • Start a savings plan
  • Take on more debt; car, personal, credit card, home loans
  • Add to your Family
  • Receive an inheritance
  • Receive a redundancy

 

Book a FREE 1-hour wealth building meeting

 

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.

 

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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