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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.

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.

Portfolio Management

Manage & Protect your Investment Portfolio

 

Professional Portfolio Management

Are you looking for expert advice to manage your portfolio of investments, whether it’s shares, managed funds, property or cash?

We can review your current portfolio to determine where ‘value’ can be added, and provide ongoing financial management of your investment portfolio.

Have the peace of mind knowing that your investment portfolio is invested in a manner which is appropriate for your personal financial goals and circumstances.

 

Providing personalised tailored financial advice for your investment portfolio.

 

We will Research Investments…  Select Investments… Monitor & Manage Investments.

 

As a boutique financial planning practice, we don’t believe in a one size fits all approach, instead we offer a high level of service which includes personalised specific targeted investment advice for your individual situation and your individual investment portfolio.

 

Save time and have peace of mind knowing that a professional Financial Planner is managing your investment portfolio.

  • Structure your assets in the most appropriate way
  • Review, choose and manage your investments
  • Manage your tax
  • Work with you to decide which asset classes and investments are appropriate
  • Assess your tolerance to risk and manage this risk
  • Receive advice on investing in shares, managed funds, property & cash
  • Analyse your cash flow, tax and investment portfolio to keep track of your investment goals
  • Save you time and take care of the onerous paperwork and administration
  • Ongoing support to help you stay on track with your overall financial plan
  • Estate planning to ensure tax effective transfer of wealth to future generations

 

Do you have an existing portfolio of Investments?

Are you happy with the performance of your portfolio?  Are you receiving ongoing management of your portfolio? Are the investments the right fit for your personal situation and risk tolerance? Are you getting value for money? What service level are you receiving? Are you paying the right level of professional fees for your investment portfolio? What product fees are you paying? When was the last time you reviewed your portfolio?

 

Speak to a Financial Planner

 

Investment Advice for your Investment Portfolio 

 

An Oak Tree Financial Planner can help you:

  • Choose the right asset class mix for your investment portfolio
  • Consider all assets classes; shares, property, cash, fixed interest and choose the right products for your investment portfolio and your personal situation
  • Undertake research & analysis of investment options, and select investments for you
  • Implement and manage your investments, processing buy, sell, hold orders and keeping you updated and informed along the way
  • Receive ongoing advice on your investment portfolio including performance reports, regular updates and reviews
  • Complete a risk analysis to ensure your investments are appropriate for your risk tolerance levels
  • Ensure you have investments and structures in place which are tax effective for you, enabling you to maximise your tax savings
  • Determine if there are any savings to be made; product fee savings, professional fee savings, tax savings and the ability for enhanced investment portfolio performance in line with your risk profile
  • Review your investment earnings to see if investments are performing to expectation
  • Receive comprehensive cash flow modelling, debt management modelling, portfolio modelling, receive a comprehensive analysis of your investment portfolio and personal situation

 

Have an experienced Financial Planner on board to look after your investment portfolio so that you don’t miss out on opportunities or make costly mistakes. Our Financial Planners are highly skilled on investment matters and relevant legislation that can impact your investment portfolio.  Providing expert advice across all asset classes, shares, property, cash, fixed interest, alternative investments.

We can review your need for income and capital growth, and after taking into consideration your goals, risk assessment and many other contributing factors, we can position your investment portfolio in the most appropriate manner in order to achieve your goals.

 

You will have an experienced, tertiary qualified, Gold Coast Financial Planner with industry leading qualifications, to manage your investment portfolio.

Let us help you manage your investment portfolio so that you can enjoy doing the things you love more in life!

 

Contact us for your free initial consultation with your local Gold Coast Financial Planner.

 

Book Consultation with a Financial Planner

 

CREATE WEALTH

If you are starting out & new to investing, learn more…

 

BUILD YOUR WEALTH

If you are familiar with investing & want to build more wealth, learn more…

 

MANAGE & PROTECT YOUR WEALTH

If you are a seasoned investor & seeking Portfolio Management, learn more…

 

 

You may also be interested in ‘Investment Advice and Growing Wealth‘ or  ‘Super & SMSF’.

 

Our Blog

Testimonials

  • 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

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