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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.

Wealth Protection & Insurance

PROTECT YOUR WEALTH!

‘Protecting your wealth’ is EQUALLY IMPORTANT as having a Financial Plan that ‘Builds your Wealth’.

You’ve worked hard to create your personal wealth and build up your business, and now it’s time to protect it.

We provide:

  • Personal Wealth Protection
  • Wealth Protection for Businesses

Wealth Protection is important as there is no point having a Financial Plan in place if you can’t maintain your financial wellbeing in the unexpected event of death, sickness, illness or injury.

Don’t let an unexpected event in your life unravel the wealth you have accumulated and worked so hard for.

 

Do you have a plan for the unexpected? 

Who will provide for your family and loved ones, upon death?

What if you are sick or injured, and you can no longer work and earn income?

Can your business continue to function and generate revenue without you or a key person?

Who will pay the bills?

Who will look after your family?

Can your family continue the life they have, or will they financially suffer?

How will your retirement plan be affected if suddenly you were out of work and forking out large sums on medical bills?

Personal Wealth Protection and Business Wealth Protection can help mitigate some of these risks.

 

Contact us to Review your Insurance needs

 

‘Protecting your wealth’ is EQUALLY AS IMPORTANT as having a Financial Plan that ‘Builds your Wealth’.

 

 

PERSONAL WEALTH PROTECTION

Personal Insurance can protect your loved ones, family, assets & income, and your lifestyle in the unexpected event of your death, serious illness, injury, or disability.

Personal Insurance (Life Insurance, TPD Insurance, Income Protection Insurance, and Trauma Insurance) can provide a means of protecting your wealth, so that you can continue to:

  • provide for your family and financial dependants
  • pay the bills and pay for everyday living expenses
  • make home loan repayments/debt repayments
  • maintain your lifestyle and your family’s standard of living
  • continue to meet living expenses and/or make loan repayments
  • continue to meet your financial goals & maintain your wealth building or retirement strategy
  • protect your assets
  • protect your income
  • cover medical and additional costs

To find out more, Contact us to discuss your Personal Wealth Protection needs with a Gold Coast Financial Planner, call us today.

Book a FREE 1-hour consultation

 

 

WEALTH PROTECTION FOR BUSINESSES

Business wealth protection insurances provide further protection for business owners beyond personal insurance.

You’ve worked hard to build a successful business, so it’s important to ensure that your hard work and assets will be protected in the unexpected event of death, disability, serious illness or injury.

These types of wealth protection insurances can provide protection for your business so that it can keep running along smoothly if you or key people suffer a serious illness, injury or disability and are unable to work, or upon death. These insurances may help to cover costs such as fixed business costs, loss of revenue, replacing an employee or the transfer of the business. As each type of cover is specific and the level of coverage is dependant on your type of business, it is very important to seek professional advice from a Financial Planner to ensure your business is protected against all these risks.

Types of Wealth Protection Cover for Businesses can include;

  • Business Expenses Insurance
  • Key Person Insurance
  • Buy/Sell Cover

It’s also important to consider Business Succession Planning/Business Continuation Plans and buy/sell agreements.

To find out more, Contact us to discuss your Business Wealth Protection needs with a Gold Coast Financial Planner, call us today.

Book a FREE 1-hour consultation

 

Our Blog

Testimonials

  • 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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