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.

For more information, or to book your FREE no obligation initial consultation with a Certified Financial Planner please call us, send us an email, or simply fill in the form below.

Investing & Growing Wealth


“We love helping Professionals, Mums & Dads, Retirees, Business Owners & Go Getters. Achieve greater wealth and financial security, live a better lifestyle” 


Do you have money to invest? 
Seeking professional investment advice on your investment portfolio? 
Want to build more wealth for your future?


We can tailor a personalised investment plan for you and manage your investment portfolio. Whether you want to invest in property, shares, managed funds, super, or term deposits we have the expertise and resources to give you the right advice when it comes to investing your money.


“We’ll take care of your investment portfolio, so that you can spend more time doing the things you love with the people you love.” 



We are all unique so its important to have a personalised investment portfolio tailored to you.

An Oak Tree Financial Planner will sit down with you to work out the best possible investment strategy that suits you, your family and/or your business. We will work with you to uncover the most appropriate investments that suit you and work out the right investment risk for your investment portfolio. Let your investment portfolio achieve your desired outcome by having an expert Investment Adviser on hand.


Expert investment advice across all asset classes, Australian Shares, Property, Cash, Fixed Interest, International Shares and Alternative Assets.


We can construct a personally tailored investment portfolio that matches your investment risk appetite, make investment recommendations and select appropriate investments and asset classes that suit your investment needs. We provide ongoing review and management of your investment portfolio to ensure your investment performs to expectation.


Seek advice from an experienced CFP® Financial Planner and learn how you can build your investment portfolio today.


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


Speak to a Financial Adviser



Create Wealth - Copy


Are You Starting Out…New to Investing ?

Having a focused plan for creating and growing your wealth over the long term will help you reach your goals sooner and set you up for financial freedom in the future.

Don’t have a lot of money to invest right now? Need to Create Wealth? A ‘Wealth Creation Strategy‘ can help you!



Build Your Wealth


Are You An Investor…Wanting to build more wealth ?

Having a focused plan for growing and protecting your wealth over the long term will help you reach your investment goals sooner.

Want to add to your investment portfolio? Need to Build more Wealth? A ‘Wealth Building Strategy‘ can help you!


Manage and Protect Your Wealth - Copy


Are You A Seasoned Investor… Seeking Professional Portfolio Management ? For Private Clients…

Portfolio Management: Having a focused plan for managing and protecting your wealth over the long term will help you maximise your investment portfolio earnings.

Do you require management of your investment portfolio? Need expert investment advice? A ‘Portfolio Management Strategy‘ can help you!



An Oak Tree Financial Adviser can help you:

  • Create and grow an investment portfolio
  • Choose and manage your investments
  • Save you time and simplify complex investing concepts
  • Work with you to decide which asset classes and investments are appropriate
  • Assess your tolerance to risk and manage this risk
  • Understand investing in shares, managed funds, investment property & cash
  • Analyse your cash flow, tax and investment portfolio to keep track of your investment goals
  • Ongoing support to help you stay on track with your financial plan


You will have an experienced, tertiary qualified, Certified Financial Planner CFP® with industry leading qualifications, to manage your investment portfolio so that you can grow and protect your wealth.


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


Book a FREE 1-hour Wealth Review Meeting



We are family owned and operated. We are not owned by any big banks or financial institutions, which means we are able to provide you with personalised, genuine financial advice which is best suited to you, your family and/or your business.


Our office is centrally located in the heart of Tweed Heads to conveniently service local clients in Tweed Heads, Coolangatta, Kingscliff, Pottsville and surrounds.
We proudly service the following Tweed Coast & Gold Coast areas and surrounds;

● Coolangatta
● Tweed Heads
● Kingscliff
● Pottsville
● Tugun
● Bilambil
● Banora Point
● Terranora
● and All of Southern Gold Coast and Tweed Coast


You may also be interested in ‘Invest for Kids‘.


Book a FREE 1-hour consultation


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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