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Office locations in Tweed Heads/Coolangatta and Gold Coast.

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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.

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 to talk to us, and understand our situation and goals for the future. They showed us how to achieve our goals in simple to understand language and looked at every aspect of our financial situation. They even organised our life and income protection insurance cover for us.

They provided a complete package from getting started with investing to providing ongoing support and help.

I would like to thank Daniel for his patience in dealing with novice investors and making the process simple for us to undertake. Even though we live in Canberra- the distance was not an issue, they co-ordinated everything for us. We highly recommend Oak Tree Financial Planning to anyone who is looking for help with financial planning services.

Lloyd and Michelle Canberra, ACT Sept 2015

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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