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.

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


  • 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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