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.


Understand your superannuation

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!


Speak to a Financial Planner


An Oak Tree Financial Planner can help you:

  • Consolidate your superannuation accounts
  • Find your missing super
  • Review, choose and manage your superannuation investments
  • Boost your superannuation
  • Determine if a SMSF is appropriate for you
  • Build wealth through super
  • See if you have enough super for retirement
  • Save you time and simplify complex investing concepts
  • Take advantage of changing super legislation and tax changes
  • 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 superannuation goals
  • Ongoing support to help you stay on track with your retirement plan


You will have an experienced, tertiary qualified, Gold Coast Financial Planner with industry leading qualifications, to manage your superannuation portfolio so that you can grow and protect your wealth.

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

Boost your superannuation and retire sooner!


Book a FREE 1-hour consultation


You may also be interested in Self Managed Super Fund (SMSF) or Retirement Planning.


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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