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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.

VIP Aspire Seminar Series 2018

 

VIP Aspire Seminar Series 2018 proudly presented by Oak Tree Financial Planning.

Your invited! The drinks are on us!

As the leading Financial Planning specialists in the Tweed/Coolangatta/Kingscliff region, we are determined to turn the financial planning industry on its head & show you how everyone can benefit from professional advice.

Throughout the year, Oak Tree Financial Planning will be hosting regular seminars on a variety of topics aimed at showing you how to grow your wealth, make your money work for you, and set you up for retirement.

Join us for a fun-filled informative evening out, enjoying complimentary beer/wine/refreshments and canapes whilst we present our Aspire Seminar Series.

Aspire to achieve your dreams. Our VIP Aspire Seminar Series will provide you valuable insights and strategies to build your investment portfolio (property investing, shares & managed funds), manage your debts, set up investments for your kids, reduce tax, get your superannuation sorted, plan your retirement and lots more.

As this is an intimate VIP event, numbers are strictly limited to a maximum of 20 per seminar. Our first seminar will be held in March 2018, with details to come soon.

Cost: FREE!

Please check out our Facebook Page for more details and Seminar dates.

To register your expression of interest click  here: REGISTER INTEREST.

We look forward to seeing you soon!

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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