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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.

Services

We are more than just a financial planning practice, we are your ‘one stop shop’ for all your financial services needs.

We provide:

  • Full Financial Planning services (Financial Planning Gold Coast, Tweed Coast, and Brisbane)
  • Financial and Investment advice
  • Retirement Planning advice
  • Wealth Creation advice
  • Property Investing advice
  • Superannuation and SMSF advice
  • Wealth Protection and Personal Insurance
  • Full lending and mortgage broking service: we can arrange loans and finance
  • Home Loan Refinancing
  • Access to accountants and taxation & business specialists

Together, our team of qualified and experienced financial planners and advisers, will work closely with you to build personalised comprehensive financial plans that Create, Grow and Protect your Wealth.

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Our Blog

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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