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.

Retirement Planning

Start planning for your retirement today


“We love working with people who are looking to retire or those retired.” 


Build Wealth for a Stronger Financial Future & Plan for a Better Retirement!

Your retirement may be just around the corner or it may still be some years away but you don’t have to wait until retirement to seek advice, START planning now. Having time on your side can allow you to build wealth so that you can live a more comfortable retirement. It’s important to start putting strategies in place now, whilst you are still working, so that you can live the retirement lifestyle you want!


Thinking Retirement? Already Retired?

Or maybe you are looking to reduce your working hours in the lead up to retirement?

So you’ve accumulated wealth over your working life and now it’s important to make that money last your lifetime so that you can enjoy retirement. When managing your retirement assets there are many questions to ask.


Want to Retire Sooner… When can you afford to retire?

How long will your money last in retirement?

Can you maintain the lifestyle you want in retirement?

Do you want to Leave an inheritance to the kids?


An Oak Tree Financial Planner can help you plan for retirement so that you can live the retirement lifestyle that you want. Enabling you to enjoy a comfortable, stress free retirement, doing what you love.


Retirement can mean many things… whether it’s continuing to build your wealth, preserving your money, ensuring your money lasts throughout your retirement, getting you the most Centrelink Age Pension possible or managing your overall investment portfolio and retirement savings. We’ve got it covered, so all you have to do is enjoy your retirement!


It’s never too late to plan… but ideally to make the most out of your retirement, you should start planning for retirement 5 to 10 years before your actual retirement date. This will give you more time to boost your retirement savings whilst you are still working, and to take advantage of the full range of financial strategies that are available to you.


With the right advice, you could be retiring sooner than you think. Talk to us and start planning for your retirement today!


Speak to a Financial Planner


An Oak Tree Financial Planner can help you:

  • Identify your retirement goals and help you achieve them
  • Structure your assets in the most appropriate way for retirement
  • Manage your tax in retirement
  • See if you have enough super for retirement
  • Boost your superannuation
  • Consolidate your superannuation accounts
  • Manage your assets to ensure you have income to meet your retirement lifestyle
  • Assess & maximise your Government payments/Centrelink entitlements
  • Save you time and simplify complex investing concepts
  • Take advantage of changing super legislation and tax changes
  • Review, choose and manage your investments
  • 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 retirement goals
  • Ongoing support to help you stay on track with your retirement plan so that your money lasts your lifetime


You will have an experienced, tertiary qualified, Financial Planner CFP® with industry leading qualifications, to manage your retirement portfolio so that you can enjoy your retirement lifestyle.

Achieve a comfortable life in retirement!

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


Book a FREE 1-hour retirement plan meeting


You may also be interested in ‘Super & SMSF’.


Looking to retire on the Tweed Coast or Gold Coast and seeking a local Financial Adviser? We help Tweed Coast and Gold Coast retirees simplify their finances. Quite simply we help manage and secure your wealth, enabling you to enjoy more of your retirement.

Helping local families in Tweed, Kingscliff, Pottsville, Banora Point, Coolangatta, Tugun and all of Tweed Coast and Southern Gold Coast.

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



Sign up today and become an Oak Tree Financial Planning Member to receive our monthly e-newsletter, handy financial tips and tricks, regular market updates and commentary and exclusive member only offers. It’s FREE to join.