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.

Wealth Protection & Insurance

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?

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?

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

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




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

Personal Insurance (Life Insurance, TPD, Income Protection, and Trauma insurances) 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
  • cover your business expenses (if you are a business owner)

To find out more and to discuss your personal protection needs with a Financial Planner, call us today.

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

Contact us today

Our Blog


  • 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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