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.

Pre Retirement (50’s & 60’s)

You are at the final stage of your working life. You have extra savings capacity due to lower debt levels (or debt free) and your children are no longer dependant. You are increasingly thinking about retiring. Over your working life you have accumulated wealth by building up your investment portfolio and have reduced and/or paid off your debts.

At this stage of life, it is important to start planning for retirement as early as possible to give you sufficient time (ideally at least 5 years before retirement) to get you financially ready for retirement.

Whilst you are still working, you can prepare for retirement by:

  • setting retirement goals (e.g. when will you retire, where will you live, how much will you spend in retirement)
  • understanding how long your money will last in retirement and when you can afford to retire
  • structuring your accumulated financial assets to maximise your retirement savings
  • boosting your savings in preparation for retirement
  • making sure your superannuation is healthy and working hard for you
  • continuing to accumulate wealth tax effectively
  • protect and preserve the wealth you have accumulated
  • estate planning (ensuring your Will and Enduring power of attorney remain up to date)

 

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 preparing for your retirement 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:

  • Retire, seek advice at least 5 to 10 years before retirement
  • Get a promotion or change jobs
  • Buy a home, upgrade your home or sell your home
  • Buy or sell investment properties
  • Invest in or sell shares, managed funds or cash
  • Changing your family situation
  • Receive an inheritance
  • Receive a redundancy

 

Book a FREE 1-hour retirement plan meeting

 

Whilst it is never too late to start planning, the earlier you start the more likely you will achieve your retirement goals.

To retire sooner and help turn your retirement into reality, 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

TALK TO A FINANCIAL PLANNER TODAYENQUIRE NOW

SIGN UP TODAY

Sign up today and become an Oak Tree Financial Planning Member to receive our monthly e-newsletter, handy financial tips and tricks, regular market updates and commentary and exclusive member only offers. It’s FREE to join.