We can help you create a Financial Plan to grow your wealth and protect everything that is important to you; family, assets and lifestyle. 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 manage your investment portfolio to ensure it aligns to your risk profile, asset allocation & personal needs. 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.
We manage your investment portfolio to ensure it aligns to your risk profile, asset allocation & personal needs. 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.
Services
Oak Tree Financial Planning is a specialist boutique financial planning practice based at Tweed Heads/Coolangatta. Our office is conveniently located to service both our Gold Coast QLD and Tweed Coast NSW clients. We partner with our clients, and tailor our services, so you will always be treated as a valued client, and never as a number.
We love working with Professionals, Families, Retirees, and local Mums & Dads. We work together so that you can achieve financial freedom and peace of mind, saving you time and allowing you to do all that you love. Financial Planning starts with having the right Financial Plan in place, so that you can create, grow and protect your wealth for generations to come.
We can tailor a personalised investment plan for you and manage your investment portfolio. Whether you want to invest in property, shares, managed funds, super, or term deposits we have the expertise and resources to give you the right advice when it comes to investing your money. We are all unique so its important to have a personalised investment portfolio tailored to you.
Your retirement may be just around the corner or it may still be some years away but you don't have to wait until retirement to seek advice, START planning now. Having time on your side can allow you to build wealth so that you can live a more comfortable retirement. It's important to start putting strategies in place now, whilst you are still working, so that you can live the retirement lifestyle you want!
Your Super is 'Your Money', investing it appropriately can be the difference between retiring sooner rather than later and enjoying the retirement you deserve! Superannuation is generally the single biggest investment asset for most people and the best part is, it's one of the lowest taxed structures (10 to 15%) for holding investments, making it a haven for building wealth!
Reviews (9)
Alison Simmons
Dec 10, 2019
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Drew Allen
Nov 22, 2019
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Dan and his team at Oak Tree Financial Planning are amazing. Dan is easy going, professional and knows his stuff. We never felt under pressure to follow his advice if we didn't feel comfortable and likewise there was no big push to get us to purchace any financial products. Great advice in a relaxed environment.
Shaun Kelly
Sep 04, 2019
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Fernando Vieiro
Aug 19, 2019
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My wife and I recently had the need to look at our finances and starting to plan for our retirement futures. We recently were at a party where this had come up in conversation. Friends of ours put us onto Oak Tree and told us about Daniel and how he gave advice, but without feeling or being pushy.
Daniel gave both my wife and I realistic advice on investment we could achieve now and into the future, without denying ourselves our passion (travel).
I can highly recommend the professionalism of himself and his team.
Thank you all at Oak Tree Financial.
Daniel gave both my wife and I realistic advice on investment we could achieve now and into the future, without denying ourselves our passion (travel).
I can highly recommend the professionalism of himself and his team.
Thank you all at Oak Tree Financial.
Karen Hanzic
Jul 05, 2019
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Shannon Turley
Sep 16, 2018
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Lloyd Nolan
Nov 13, 2017
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We had been to other financial planners in the past and were not impressed, as they did not listen or provide any plan. On our first meeting with Daniel he took the time to listen to what we wanted to achieve. He explained the process, options and benefits that we would get from working with him and Oak Tree Financial Planning. Once we decided to go ahead we received a comprehensive evaluation of our position and a detailed plan. Daniel helped with everything from cash flow to superannuation and insurances. That was five years ago and two investment properties later, we are still going strong with
Maria Oram
Oct 30, 2017
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Julie Overton
Sep 19, 2017
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