Office locations in Tweed Heads/Coolangatta and Gold Coast.

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.

Home Loans & Debt Reduction

Need a new home loan? Time to get in control of your debts? Refinance to a lower interest rate.

We can assist you with all your lending needs. Whether you are looking to borrow money to purchase property or investments or refinance your existing home loan, we can help you find the right loan to suit your needs.

● Home Loans
● Investment Loans
● Refinancing
● Commercial Loans
● Personal Loans

We do it all!

Reduce your loan interest rates, repay your home loan sooner and live the lifestyle you want now!

With access to over 35 different lenders to choose from, we’ll find you a loan that’s right for you.

For our best current interest rates on offer and to see how much you can save, talk to us.

Contact us for your free initial consultation with your local Gold Coast Financial Planner.

You may also be interested in Buying Property.

Contact us today

Our Blog


  • 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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