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.

For more information, or to book your FREE no obligation initial consultation with a Certified 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)


Speak to a Financial Planner



We can all benefit from financial advice, the sooner you start preparing for your retirement the better… but even if you are only starting now… it’s important to seek financial advice BEFORE these key times….

Some key times to consider getting advice are before you:

  • Retire completely (ideally seek advice at least 5 to 10 years before retirement)
  • Take action with your superannuation or pension accounts
  • Buy or sell your home, upgrade your home, downsize your home
  • Buy or sell investment properties
  • Invest in or sell shares, managed funds or cash
  • Apply for Government Payments/Centrelink entitlements
  • Receive an inheritance
  • Receive a redundancy

Book a FREE 1-hour Retirement Plan meeting


So even in retirement it’s never too late to get financial advice.

To help get the most out of your retirement contact us and speak with your local Gold Coast Financial Planner today.


Looking to retire on the Tweed Coast or Gold Coast and seeking a local Financial Adviser? We help Tweed Coast and Gold Coast retirees simplify their finances. Quite simply we help manage and secure your wealth, enabling you to enjoy more of your retirement.

Helping local families in Tweed, Kingscliff, Pottsville, Banora Point, Coolangatta, Tugun and all of Tweed Coast and Southern Gold Coast.

Contact us today

Our Blog


  • 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



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.