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Office locations in Tweed Heads and Gold Coast.

Our Financial Planner's 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, email us or simply fill in the form below.

Invest for Kids

Giving your kids the best financial start in life!

It’s all about building the right foundations and teaching kids healthy financial habits so they have more financial options in the future.

We want so much for our kids and grand kids; lets give them a kick start in life to provide a real financial difference.

Little investments today can have a significant financial impact in their life. The chance to help your kids provide a deposit for their first home, fund their education, buy their first car, pay for a wedding or even experience travelling the world.

All it takes is investing as little as $3.50 a day, that’s less than your cup of coffee. The hardest part is making the decision to start! We’ll take care of the rest.

 Invest Kids

Here’s How It Works:

Set up an Account

We set up an investment account. It’s a simple process and we are here to help you complete the account form.

Link Bank Account

Link your bank account to the new investment account and start depositing a regular cash transfer from as little as $3.50 per day or start by investing a lump sum (it’s your choice). Your money will start earning interest income, and once this balance reaches $1,000 we’ll invest it into the investments that you choose (don’t worry we’ll help you).

Choose your Investments

We work with you, to decide which investments you would like. Have the freedom to choose from a range of investment options including Cash, Term Deposits, Managed Funds and/or direct share investments.

Your own Financial Planner

You’ll have a dedicated Financial Planner to help you set up your investment account. We are also here to help you, and to make the entire investing process easy for you.

So what does it cost?

Invest as little as $3.50 a day and it will cost you:

NIL application fees.

For account balances under $1,000: NIL fees apply;

  • Nil account keeping fees
  • Nil investment fees
  • Nil Financial Planner fees

For account balances over $1,000:

  • Account keeping fees ranging from 0% to 0.30% p.a. of your account balance
  • $14 per month Financial Planner fee^
  • There may also be Investment fees dependent upon chosen investments*

Have more money to invest?

That’s great, starting with a larger lump sum and making higher regular investment contributions will help accelerate the wealth building process for your children.  We can offer a large range of investment options and strategies that can be matched to your needs. Contact us to tailor an investment portfolio for your family.

What next?

Contact us to register your interest in

Invest Kids

,and we’ll get you started.

If your school, preschool, or day care would like to participate in our Invest for KIDS program, please contact us to find out more.

^ Flat fee for account balances up to $10,000. Please contact us for account balances over $10,000 as different fees apply. * Managed Funds: Fund Managers charge fees internally (MER) for their managed funds. Shares: Brokerage applies for trading direct shares. The level of brokerage and MER fees will depend on the investments chosen.

Contact us today

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Testimonials

  • 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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