Oak Tree Financial Planning

Reviews, get directions and contact details for Oak Tree Financial Planning

"Financial Advice and Planning Specialists"

Address: Suite 25/75-77 Wharf St, Tweed Heads NSW 2485, Australia

Phone: (07) 5599 1662

Website

State: New South Wales

City: Tweed Heads

Zip Code: 2485

Opening Hours

Monday: 8:30 AM – 5:30 PM
Tuesday: 8:30 AM – 5:30 PM
Wednesday: 8:30 AM – 5:30 PM
Thursday: 8:30 AM – 5:30 PM
Friday: 8:30 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

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Reviews

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 his continued help. We would strongly recommend Oak Tree Financial Planning to anyone who wants to secure their financial future.

 8 years ago (09-09-2017)

Daniel 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.

 8 years ago (09-10-2017)

I have been doing business with Daniel at Oaktree for the last two years,and am very happy with their services.

 8 years ago (18-09-2017)

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Oak Tree Financial Planning

Reviews, get directions and contact details for Oak Tree Financial Planning

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