Expert advice for you, your family and your business. Helping you manage, protect and grow your wealth.
We can help you create a Financial Plan to grow your wealth and protect everything that is important to you; family, assets and lifestyle.
Providing comprehensive personal Financial Advice.
Helping you manage your money the smarter way so that you and your family can achieve all the things that are important to you.
• We develop a Personal Financial Plan that clearly explains how you can better your financial position.
• We help you implement the advice, & provide ongoing guidance and support.
• We manage your investment portfolio to ensure it aligns to your risk profile, asset allocation & personal needs.
• Your trusted adviser is here for you, each step of the way.
Contact us and chat to a qualified Certified Financial Planner (CFP®) and take the first step towards achieving financial freedom.
No matter what stage of life you are in, we can help you excel in your finances and fast track your wealth.
Whether you are a young professional, busy raising a family, a business owner, a successful career driven professional, retired or looking to retire, we can help you.
We can help you make smarter money choices to ensure you get the maximum financial benefit through every stage of life.
What Stage of Life are you at?
Retire Sooner and live the retirement lifestyle you want.
Start planning for your retirement today.
We can manage your superannuation and pension portfolio for you, providing you with peace of mind and a stress free retirement.
At Oak Tree Financial Planning, your trusted Financial Adviser is a professional Certified Financial Planner (CFP®).
The CFP® is recognised world wide as the highest designation in financial planning and demonstrates our commitment to the highest ethical standards.
Providing you with the highest level of service and advice you can trust.
• Free 1 hour in-office appointment
• Understand your current Financial Position
• Discuss your Financial Goals
• Map out potential strategies and opportunities available to you
• Establish your next step towards Creating, Growing and Protecting your Wealth
Contact us, chat to a qualified Certified Financial Planner (CFP®) and take the first step towards achieving financial freedom.
Oak Tree Financial Planning is a specialist boutique financial planning practice based in Tweed Heads. We proudly service clients living throughout the entire Tweed Coast, Gold Coast and Northern NSW regions, with many of our clients residing in Coolangatta, Tweed Heads, Kingscliff and Pottsville. Providing financial advice to local families is our life’s passion.
We provide a complete Financial Planning service:
• Superannuation •
Together, our qualified and experienced financial planner will work closely with you to help you Create, Grow and Protect your Wealth.
No matter what stage of life you are in or what your financial goals are, we can help you.
Our aim is for you to end up in a significantly better financial position than what you were in before you walked through our doors.
Protect you and your lot.
Life, Total & Permanent Disability, Trauma & Income Protection Insurance cover.
Peace of mind for the unexpected.
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 helped them achieve maximum benefits with their Financial Planning, Investments , Superannuation etc.
The advice from Oak Tree Financial Planning has significantly enhanced our retirement lifestyle and we continue to refer their services to many others. ...
-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 financial wealth . Book yourself a free financial consultation! Best decision we ever made! Thank you ...
-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 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 ...
-Lloyd and Michelle, Canberra ACT, Sept 2015