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 working life has come to an end and you are retired. This is the period of your life when you should be enjoying the rewards of your life’s savings. Since you can no longer rely on your employment income to meet your living expenses, you will need to rely on your savings/investments and/or Centrelink benefits (Age Pension) to fund your retirement.

At this stage of your life, it is important to make sure your accumulated wealth and investments are working hard for you so that you can live the retirement lifestyle you deserve.

Generally, your financial challenges will be centered around:

  • funding your retirement living expenses
  • making your retirement savings last
  • taking the hassle out of managing your finances so that you can focus on living the retirement lifestyle you want
  • leaving money for your children and grandchildren
  • increasing your retirement income
  • maintaining a comfortable retirement lifestyle
  • receiving any Centrelink benefits that you may be entitled to
  • preserving your accumulated wealth so that your money lasts your lifetime
  • estate planning (ensuring your Will and Enduring power of attorney remain up to date)

So even in retirement it’s never too late to get financial advice. To help get the most out of your retirement and start “living” again contact us and speak with your local Gold Coast Financial Planner today.

Contact us today

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  • 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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