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.

Young Professionals (30’s & 40’s)

Career focused and earning a good income. Typically, high debt levels due to a home loan and spending habits are usually centered on your lifestyle and loan repayments.

This is the time to focus on building wealth by investing some of your income and getting on top of your loan repayments. As such, your financial challenges will be centered around:

  • setting financial goals
  • investing surplus income
  • reducing tax
  • building your investment portfolio
  • adding to your investment property portfolio or purchasing an investment property
  • managing your debts and borrowings
  • protecting your income
  • having adequate life insurance
  • making sure your superannuation is in order

Getting the right financial advice and using your income efficiently to build wealth is vital at this stage of your life. This will allow you to invest and grow wealth whilst enjoying your current lifestyle.


Speak to a Financial Planner



We can all benefit from financial advice, the sooner you start building wealth & securing your financial future 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
  • Start a Family
  • Receive an inheritance
  • Receive a redundancy


Book a FREE 1-hour wealth building meeting


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 start growing your wealth contact us and speak with your local Gold Coast Financial Planner today.


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.