Oak Tree Financial Planning helps families build their wealth the smarter way.
“We love working with Professionals, Families, Retirees, and local Mums & Dads. We work together so that you can achieve financial freedom and peace of mind, saving you time and allowing you to do all that you love.”
Financial Planning starts with having the right Financial Plan in place, so that you can create, grow and protect your wealth for generations to come.
Supporting local Tweed Coast families.
We are family owned and operated. We are not owned by any big banks or financial institutions, which means we are able to provide you with personalised, genuine financial advice which is best suited to you, your family and your business.
With over 29 years of combined experience in financial planning, we are here to help you.
● Budgeting and Cash Flow Management Advice
● How to invest in Shares, Property, Fixed Interest
● How to invest in shares advice
● How to invest in managed funds advice
All services can be provided independently or as part of a comprehensive Financial Plan.
Our Financial Planners and Advisers have over 25 years combined experience in the financial services industry, are tertiary qualified and have industry leading Financial Planning qualifications.
Our team take the time to understand you; your needs, your wants and your concerns, to create an individual personalised financial plan that will work for you.
When you partner with Oak Tree Financial Planning you partner with a team of specialists so you can be rest assured that your financial planning needs are in good hands.
We will help you get the most out of your finances so that you have more time to enjoy life… whether that’s living the lifestyle you want, excelling in your chosen career, spending more time with your family, maximising your business growth or having a better retirement. We are here to help you make smarter money choices and to simplify the management of your finances, so that you have more time to enjoy doing what you love.
Getting the right financial advice can mean the difference between ‘just getting by’ and living the lifestyle you dream of.
Do you have a Financial Planner? What are they doing for you? When was the last time you heard from them? More importantly, are you getting the most out of your finances and getting REAL value for money?
Need financial advice? We are here to help you. We are pleased to offer a FREE 1-hour, no obligation consultation to discuss your enquiry.
• You are our valued client, not just another number
• You will partner with a dedicated financial planner
• We will take the time to understand what is important to you and your family
• We will develop strategies that are specific to you and your family
• We care about your future just as much as you do
• We will be with you all the way
• Complete support from a team of financial specialists and experts
● Tweed Heads
● Banora Point
● and All areas of Southern Gold Coast & Tweed Coast
If you are starting out & new to investing, learn more…
If you are a seasoned investor & seeking Portfolio Management, learn more…
Financial Planning is all about having a plan in place which sets out how to best meet your financial and lifestyle goals so that you can achieve what you want to achieve in life. Read more.