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.

Starting Out (20’s & 30’s)

You have started working and earning a steady income.

This ‘first stage’ is all about laying the right foundations on which to build on so that you can set yourself up for financial freedom in the future.

This is the opportune time to put in place effective and healthy financial habits such as:

  • starting a savings plan
  • setting financial goals
  • preparing a budget
  • buying your first home or first investment property
  • managing your debts and borrowings
  • protecting your income
  • having adequate life insurance

Getting the right financial advice is extremely important at this first step in your working life. This will ensure you set off on the right foot towards building wealth.

The sooner you start planning, the more likely you will achieve your financial goals and the better off you’ll be in the future.

To take the first step to building wealth, contact us and speak with your local Gold Coast Financial Planner today.

Contact us today

Our Blog


  • 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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