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Looking for a financial planner on the Gold Coast who actually gets you?
At OakView Financial, we’re here to make planning your financial future feel a whole lot less overwhelming, and a whole lot more achievable.
As one of the leading financial planning services on the Gold Coast, we specialise in helping our clients plan for their retirement, build wealth, and gain greater financial security.
We take the stress out of managing money so you can focus on living well and enjoying a smoother financial journey. Our team of licensed financial planners offers tailored advice that fits your life, not just the numbers. From super and tax planning to investments and retirement strategies, we’ve got your back.
We believe money should be a tool that helps you live well, not a source of stress. So let us handle the financial puzzle, while you focus on what really matters. With OakView Financial, you’ll get expert support, practical strategies, and a team that genuinely cares about helping you build a more secure, confident future.
At OakView Financial, we believe quality financial advice starts with genuine relationships.
With years of experience in the financial services industry, our licensed Gold Coast financial planners take a transparent, client-first approach that is built on trust, integrity, and personalised service.
We operate under a fiduciary duty, which means our client’s best interests always come first. So, whether you’re planning retirement, managing investments or require aged care advice, we take the time to understand your financial and lifestyle goals and create tailored strategies that deliver them.
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Your financial needs evolve, and we’re here to evolve with you. At OakView Financial, we offer personalised advice and smart wealth solutions to help you stay on track, no matter where life takes you.
When you're just getting started, every dollar counts. Whether you're saving for your first home, juggling student debt, or building a budget that works, we help you lay a solid foundation. Our expert financial planners provide practical advice on setting goals, building good money habits, and choosing the right personal insurance and superannuation options early on.
The financial world can be confusing. As your income grows, so do your opportunities, and therefore, it follows, the number of financial decisions you must make.
We help you make the most of your money through strategic tax planning, investment advice, and risk management.
It doesn't matter if you're starting a family or expanding your career, we create tailored strategies that align with your financial and lifestyle goals.
Now is as good a time as any to take stock of where you are and make sure your retirement planning is on track.
At OakView Financial, we pride ourselves on being the best financial planners on the Gold Coast. That is why we review your self-managed super fund or managed superannuation funds and assess your current financial position as part of our service. From that, we will put a clear financial planning strategy in place to help you transition smoothly into retirement.
Retirement should be a time when you live stress-free, especially on the Gold Coast. We offer expert tailored advice to help you manage your wealth, plan for aged care, and make informed decisions that protect your financial security.
OakView Financial builds financial plans that empower our diverse range of clients. The cornerstone is the OakView Wealth Cycle.
It begins as a seedling, where no real financial investment strategy or direction is implemented. The analogy of a seedling is used because of its early state, attempting to find its roots in the ground and become something more than a seed.
Steadily, with expert tailored guidance, your financial journey can grow into a trunk and begin to branch out and bloom. Finally, it’s time to let new seeds out as you move into a retired lifestyle – referred to as seeding.
◦ No growth plan
◦ No strategy
◦ No direction
◦ Superannuation
◦ Insurances
◦ Cashflow and budgeting
◦ Principle Place of Residence (PPR)
◦ Debt reduction
◦ Estate planning
◦ Leveraging and gearing
◦ Deductable debt
◦ Investments (property and shares)
◦ Loan to Value/Valuation Ratio (LVR)
◦ Transition To Retirement (TTR)
◦ Trust structures
◦ Self-managed super funds
◦ Social security strategies
◦ Retire in style
◦ Generational wealth
◦ Reap the rewards
Find quick answers to common questions using our helpful FAQs.
A licensed financial adviser will hold relevant qualifications, including an approved degree and passing the Financial Adviser Exam. New entrant advisers in the industry will be required to undertake a professional year of supervised practice prior to becoming fully qualified.
At OakView Financial, our dedicated team meets all regulatory requirements and upholds the highest ethical standards. This ensures you get expert personal advice about everything from self-managed superannuation funds to investment management.
In some cases, yes. Financial advice fees may be tax-deductible if the advice directly relates to earning assessable income, such as investment strategy or managing income-producing assets. However, fees for initial or upfront advice, such as creating a financial plan, are generally not deductible. Tax outcomes can vary depending on your individual circumstances, so it’s important to seek professional advice tailored to your situation. Regardless of deductibility, getting quality financial advice is a valuable step in managing your wealth effectively.
We suggest reviewing your financial goals on an annual basis. Life changes, market shifts, and unexpected events, such as permanent disability, can all affect your financial well-being.
Regular check-ins with our financial planning team will help to keep your wealth management plan aligned with your financial goals.
Absolutely. Our Gold Coast financial planners can assist with trusts, succession planning, and family offices. From your initial consultation to developing long-term relationships, we help clients achieve absolute security and financial success. Reach out today for a no-obligation consultation.
Aside from the Gold Coast and Queensland, OakView Financial offers financial planning and investment advice to clients all over the country. This includes New South Wales, Victoria, South Australia, Western Australia and the Northern Territory.
Take the first step towards financial peace of mind. Fill in the contact form to receive your free investment advice consultation and start your journey towards a secure financial future.
We’re here to help. If you’re looking for something specific, send us a message and we’ll get back to you as soon as possible.