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Learn more about planning your financial future.
Oaktree Named Business All-Star Financial Services Team 2024
We're thrilled to announce that Oaktree Financial Services has achieved its third Business All-Star Accreditation from the All-Ireland Business Foundation. In addition, we've been honoured with the title of All-Star Financial Services Team 2024. At Oaktree, we're...
Oaktree Financial Services Win the Investment Broker Expert Award 2023
Oaktree Financial Services Firm Takes Home Third Award Of The Year Oaktree Financial Services is proud to announce that it has won its third award of 2023. On Thursday, 9th November, at the Mansion House in Dublin, the Cork-based financial services firm was awarded...
Oaktree Financial Services Shortlisted for the Investment Broker Expert Award 2023
Broker Expert Awards 2023 Brokers Ireland’s Broker Expert Awards aim to shine a light on excellence through recognising Insurance and Financial Brokers who offer the highest level of professionalism, innovation, performance, and service to their clients. These...
Oaktree Financial Services Takes Home 2023 Digital Marketing Award
Oaktree Financial Services is thrilled to announce that it has been awarded the prestigious 2023 Cork Digital Marketing Award for 'Best Use of Facebook - less than 20 employees'. The award was presented at the highly anticipated event hosted by Cork Chamber on Friday,...
10 Reasons Why Pensions Still Make Sense
THE STATE PENSION UNCERTAINTY The number of people aged over 66 is expected to keep growing strongly over the next 35 years. Currently there are nearly 5 adults of working age for every person over 66, this is projected to decline to 2.9 workers by 2035 and further to...
Enhanced Transfer Values from Defined Benefit Schemes
The transfer value ordinarily paid from pension schemes is typically poor value for members unless they are close to retirement. An Enhanced Transfer Value (ETV) exercise offers members a once-off opportunity to transfer the value of the pension, on enhanced terms, to...
Oaktree Financial announced as a Finalist in the Cork Digital Marketing Awards 2023
Cork Digital Marketing Awards Finalist Oaktree Financial Services are delighted to be announced as a finalist in the Cork Digital Marketing Awards 2023! The awards scheme organised by Cork Chamber recognises the achievements of companies using digital marketing to...
AIBF Business Talk – Adrian Godwin Guides You On Your Financial Life Journey
Guiding You On Your Financial Life Journey The latest episode of the AIBF Business Talk podcast featured our very own Business All-Star Adrian Godwin! He spoke about the important steps of a personal financial life journey, and how it isn’t as daunting as it may seem....
