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Office locations in Tweed Heads and Gold Coast.

Our Financial Planner's 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, email us or simply fill in the form below.

Young Professionals (30’s & 40’s)

Career focused and earning a good income, with no kids. 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.

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

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Testimonials

  • 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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