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.

Advice for Business Owners

We provide:

  • Business Advice 
  • Wealth Protection for Businesses



We help business owners manage their cash flow, repay debts, manage tax and ultimately put in place strategies and structure finances in the best way possible to help grow and protect their businesses.


Do you find that you are so caught up in the day to day management of your business that you don’t have time to consider your finances and have no time for you, or your family?

We can help relieve that pressure valve. Give you more time. Running a business is hard work, especially in the beginning… or in times of business change…  get your business plan right from the start so that you can live the life you want. Isn’t that why you created a business in the first place, so you can work in a job you love! so that you could have more flexibility, more money and the better lifestyle that the business provides?


Are you passionate about growing your business and just don’t have enough time in the day? We can help take care of your business and personal finances, so that you can concentrate on the main core of your business, and have more ‘you time’ and family time.


Speak to a Business Adviser today


So your business is pumping away nicely, hopefully you have the right business structures and finances in place. Now it’s time to decide what you do with the money once it’s in your hands. Build wealth within the business, or build personal wealth.. which one is right for you?


An Oak Tree Financial Planner can sit down with you and look at your entire picture, encompassing your entire business and personal wealth situation, looking at all elements of your financial life to ensure you have the best strategies in place which create, grow, manage and protect your business and personal wealth.


To find out more, Contact us to discuss your Business needs with a Gold Coast Financial Planner.

We provide a FREE 1 hour no obligation Business Advice consultation.


Book FREE 1 hr Business Consultation






‘Protecting your Business’ is EQUALLY AS IMPORTANT as having a Financial Plan that ‘Grows your Business’.


Wealth Protection for your business is important as there is no point having a Financial Plan in place if you can’t continue operating your business & maintain your financial wellbeing in the unexpected event of death, sickness, illness or injury.


Don’t let an unexpected event in your life unravel the wealth and growth you have accumulated in your business and worked so hard for.


Do you have a plan for the unexpected? 

Can your business continue to generate revenue without you?

Do you have key people in your business whom are needed to make your business function?

Does your business have debt?

Can your business continue to function, generate revenue & repay debts and expenses without you or a key person?

What will happen to your business if you or a key person die, become ill or are injured and are unable to work?

Who will pay the business expenses? Who will keep the business running?

Who will look after your family?

Can your family continue the life they have, or will they financially suffer?

Who will provide for your family and loved ones, if your business can’t function anymore?

If all else fails, do you and your business partners have sufficient money to buy each other out without the need for a loan?


Business Wealth Protection via a combination of insurance policies can help mitigate some of these risks.


Review your Business Protection needs



Business insurances provide further wealth protection for business owners beyond personal insurance.

You’ve worked hard to build a successful business, so it’s important to ensure that your hard work and assets will be protected in the unexpected event of death, disability, serious illness or injury.

These types of wealth protection insurances can provide protection for your business so that it can keep running along smoothly if you or key people suffer a serious illness, injury or disability and are unable to work, or upon death. These insurances may help to cover costs such as fixed business costs, loss of revenue, replacing an employee or the transfer of the business. As each type of cover is specific and the level of coverage is dependant on your type of business, it is very important to seek professional advice from a Financial Planner to ensure your business is protected against all these risks.

Types of Wealth Protection Insurance Cover for Businesses can include;

  • Business Expenses Insurance
  • Key Person Insurance
  • Buy/Sell Cover

It’s also important to consider Business Succession Planning/Business Continuation Plans and buy/sell agreements.

To find out more, Contact us to discuss your Business Growth & Wealth Protection needs with a Gold Coast Financial Planner.

We provide a FREE 1 hour no obligation consultation to discuss your Business needs.


Speak to a Business Adviser today


You may also be interested in ‘Investment Advice and Growing Wealth


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



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