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.

Home Loans & Debt Reduction

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

We have partnered with lending specialists and mortgage brokers on the Tweed Coast, Gold Coast and Kingscliff, who 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, a mortgage broker can help you find the right loan to suit your needs.

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

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

With access to over 30 different lenders to choose from, our partnered mortgage broker’s can help find you a loan that’s right for you.


Specialising in Property Investment Loans, SMSF lending, Home Loans, Refinancing and Debt Consolidation.

Contact us to learn which home loan and debt management strategies are right for you. Need to refinance? see how much you can save, get a financial plan in place to repay your home loan and debts quicker, and start using all those monies wasted on bank interest to enjoy more of life!


Book a FREE 1-hour consultation

You may also be interested in Property Investing or Wealth Creation.

Our partnered mortgage broking services are provided by Outsource Financial, Australian Credit Licence 400120.


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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