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

We help our clients buy investment properties.

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

A complete end-to-end Property Investment Service; stress free.

We provide:

  • Property Research/Analysis
  • Secure & Negotiate Purchase Price
  • Source Home Loan
  • Arrange Certified Conveyancing, Property Management, Building and Pest Inspections, Depreciation Schedules and more
  • Your own Financial Planner to ensure a smooth and stress free property purchase

With our in-depth property knowledge, experience, research, industry relationships and buying power, we can help source an investment property of your choice and to suit your personalised individual property investment plan.

Speak to a Financial Planner today to find out if a personal Property Investment Plan is appropriate for you.




1. Your individual Property Investment Plan

2. Access Research & Analysis of Property markets and property investments

3. Help Secure & Negotiate your Property deal with the Real Estate

4. Source Home Loan and develop structure for your property investment

5. Arrange Certified Conveyancing, Building and Pest Inspectors, Depreciation Schedules and more

6. Arrange Property Management to secure a quality tenant

7. Ongoing Service: Provide annual performance review and analysis of your investment property, and your Property Investment Plan


Through our industry relationships and buying power, our clients have access to negotiated discount rates across a suite of qualified property professionals. Have a team of professionals working for you, to help you succeed in wealth accumulation through property investment.

We can help you get better investment returns from your investment property by imparting our knowledge, experience and strategies. All of which add value, reduce cost, improve tax efficiency, improve cash flow, save time and overall help you achieve a higher level of capital growth and income from your investment properties.


Contact us for more info and to book a consultation with your local Gold Coast Financial Planner today.




Client: Busy working Family, young kids

Strategy: Balanced – Growth, Neutral or Positive Cash Flow

Location: Brisbane Property, 5 bedroom House

Brought in 2016, this house returns a rental yield of 6.22% p.a., that’s $6,000 per year in our clients pocket. An extremely happy client who now has an extra $6,000 to spend on family holidays each year!

Through careful market timing and negotiating on behalf of our client, we also secured a deal below market value which has provided our client with instant equity of $65,000; already returning 18.3% capital growth in the first 6 months; an unexpected added bonus for our client!

The property is in a family friendly area, close to schools, transport and is suitable for a vast type of tenants. The property also has a lot of potential to add value which can further boost investment returns, increasing future rental yield and is expected to generate above average long term capital growth.

Our investor, being a busy working family, was seeking an investment property that could pay and largely look after itself. Through careful financial planning, we were able to structure this investment in the most appropriate way, so the client can sit back and let the property look after itself.


You may also be interested in Investing & Growing Wealth.

Contact us today

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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