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Office locations in Tweed Heads/Coolangatta and Gold Coast.

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.

Tax Advice

Paying too much tax? You may be missing out on claiming the tax deductions and concessions that are available to you!

Effective tax planning plays an important role in accumulating wealth.

When developing your financial plan, we can structure your finances effectively to help manage the level of tax you pay. This can ultimately result in significant tax savings and accumulation of wealth.

By working together with our partnered accountants (or your preferred accountant) we can provide a holistic tax planning strategy to maximise your tax savings and get you the best tax return possible.

Stop paying unnecessary tax, and set up a tax effective financial plan today!

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

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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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