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.

Property Investing

Buying a Property? Ready to upgrade your home?

Wondering whether you can afford the new home loan?

Want to get into Property Investing?

Whether it’s your first home, second home, first investment property or even if you are a seasoned property investor, having a Property Strategy in place, is very important if you want to successfully benefit from the Property asset class.


Achieve strong investment returns and long term wealth through property investing.


For many Australians, Property Investing has been a long-time favourite strategy to build wealth and receive income through capital growth and rental payments. But is it right for you?

When it comes to property investing, there is a lot to consider… So it makes sense to talk to the Property experts!


Understand the financial impact a property purchase can have on your overall financial situation.


Learn how you can build a property portfolio today!


Speak to a Financial Adviser


We will ‘crunch the numbers’ to see how an investment property or new home can affect your cash-flow, tax and portfolio position. Understand the impact loan repayments, rental income, property running costs, tax and property value will have on your overall financial situation.

We’ll analyse when you can afford to purchase your new home and when you can afford to purchase an investment property, and analyse how many properties you can add to your investment property portfolio.



A Financial Planner and Mortgage Broker can work together to help you achieve your property ownership goals. Whether you are buying your first home, upgrading your home, downsizing your home, buying your first investment property or adding to your investment property portfolio, it’s important to have the right ‘Property Strategy’ in place and the right ‘home loan’ in place.  Need a home loan that suits your needs? Home Loans and Mortgage Broking…


Wondering whether you can afford the new home loan?

When buying a property, whether it be your home or an investment property, it is vitally important to ensure you can afford the new home loan and it’s extremely important to fully understand the financial impact the new property will have on your entire financial position. We help our clients by providing a ‘Debt Management Plan’ which analyses how the property purchase affects your full financial position. It pays to know what you are getting yourself into, before you dive into property purchases.  Learn how a Debt Management Plan can prepare you for your next property purchase.


Thinking of buying an investment property in Super?

Buying property in superannuation (via an SMSF) can be a tax-effective strategy for building long-term wealth for your retirement. We can show you the “pros and cons” of buying property in Super, and determine if this is an appropriate strategy for you.

Learn how you can buy property in super today!


Contact us for your free initial consultation with a Gold Coast Financial Adviser.


Book a FREE 1-hour consultation


You may also be interested in Investing & Growing Wealth or Buying Property in Super.


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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