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.

Retirement Planning

Thinking Retirement? Already Retired?

Live the retirement lifestyle that you want. Start Planning now!

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?

Leaving an inheritance to the kids?

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


Don’t wait until Retirement to seek financial advice…. Start Planning Now!

We can help you plan for retirement so that you can live the retirement lifestyle that you want. Whether it’s building your wealth, preserving your money, ensuring your money lasts throughout your retirement, getting you the most Centrelink Age Pension possible or managing your retirement savings, we’ve got it covered, so all you have to do is enjoy your retirement!

It’s never too late… 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!

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

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

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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