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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.

Super & SMSF

How is your Super Invested? Will it be enough for Retirement? Is a SMSF appropriate for you?

Your Super is ‘Your Money’, investing it appropriately can be the difference between retiring sooner rather than later and enjoying the retirement you deserve!

Superannuation is generally the single biggest investment asset for most people and the best part is, it’s one of the lowest taxed structures (10 to 15%) for holding investments, making it a haven for building wealth!

With complex superannuation rules & legislation constantly changing, we can ensure you make the most out of your super by investing it appropriately and allowing you to take advantage of the superannuation rules that apply to your situation.

We’ll make your super money work harder for you, so that you can grow your retirement savings and get the most out of your retirement.

Talk to us and get your super sorted today!

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

You may also be interested in Retirement Planning.

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Our Blog

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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