Tailored Financial Planning for Everyday Australians

1200 + Clients Served | 100 + Google Reviews | 5-Star Average

View Services
Get a Free Financial Review

No commitment. No strings attached. No hidden fees.

Expert Financial Advisors Gold Coast

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.

Learn More About Us
The photo is of the financial adviser team at OakView Financial.

Get on top of your finances with a free financial review

Get Your Free Financial Review

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.

Why Choose OakView Financial

A man carrying a woman on the beach near the ocean waves.

Our Services

Shopping cart icon with dollar bills inside

Superannuation Advice

Feel confident about the road ahead with super advice tailored just for you

Superannuation Advice
A shield divided into four quadrants with symbols representing a car, a heart with a check mark, a house, and a person.

Insurance Advice

Expert guidance for your peace of mind and financial security

Insurance Advice
Graph with upward trend line and currency symbol, representing financial growth or economic increase.

Investment Advice

Expert investment advice to secure your financial future

Investment Advice
Outline of a person with a hand raised to their forehead, as if looking into the distance.

Retirement Planning

Expert retirement planning advice and strategies

Retirement Planning
Icon of hands surrounding a shield with a checkmark, symbolizing protection or security.

Wealth Protection Advice

Expert wealth protection advice for long-term financial stability

Wealth Protection
A hand holding a dollar sign within a circle, symbolizing money or financial gain.

Debt Management

Take control of your finances: Effective debt management strategies

Debt Management
View Financial Services

Financial Advice for Every Life Stage

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.

Starting Out

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.

Growing Your Wealth

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.

Preparing For Retirement

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.

Gold Coast Retirement Living

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.

Our Process: OakView Wealth Cycle

  • No growth plan

  • No strategy

  • No direction

1

Seedling (The Beginning)

  • Superannuation

  • Insurances

2

Roots

  • Cash flow and budgeting

  • Principle place of residence (PPOR)

  • Debt reduction

  • Estate planning

3

Trunk

  • Leveraging and gearing

  • Deductable debt

  • Investments (property and shares)

  • Loan to Value / Valuation Ratio (LVR)

4

Branching Out

  • Transition to Retirement (TTR)

  • Trust structures

  • Self-managed super funds

  • Social security strategies

5

Blooming

  • Retire in style

  • Generational wealth

  • Reap the rewards

Seeding (The End State)

6

Meet Our Team

A man in a white shirt and dark blazer sitting on a wooden chair indoors, with a stone wall to his right and a white cabinet with potted plants in the background. 
Founding Director, Chief Executive Officer (CEO), Responsible Manager (RM) (AR 125 9315)

SEVERIANO ZATTA

Learn more
A man with a bald head and beard wearing a dark plaid blazer and white shirt, smiling while standing indoors near a stone wall and framed picture. 
Managing Director (MD), Chief Investment Officer (CIO), Responsible Manager (RM) (AR 125 1842)

BARTHOLOMEW RYAN

Learn more
A young man in a navy suit and white shirt smiling and standing next to a stone wall. 
Head of Business Operations

CONNOR BENNETT

Learn more
Meet Our Full Team

Client Testimonials

  • 5 Stars

    “"Michele was absolutely awesome to talk to and very patient in helping me with my budget."

    David, H.

  • 5 Stars

    “Friendly staff and transparency is key for good communication."

    Karl, W.

  • 5 Stars

    I absolutely recommend Oakview for anyone needing financial or super advice and management.”

    Sharon, M.

  • 5 Stars

    “OakView Financial are amazing, they are always very helpful and knowledgeable.”

    Krista, M.

  • 5 Stars

    "This group is excellent. Easy to contact, responsive, always polite and professional."

    Ben, M.

  • 5 Stars

    "Since being with OakView, the staff have been very helpful and friendly. Helping me get to my financial goals."

    Adrian, J.

  • 5 Stars

    "Great service with their annual check in which keeps me up to speed on my super and insurances."

    Deanne, W.

FAQ’s

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.