Your Money,
Your Future,
Your Personal Plan

It’s never too early (or too late) to take control of your money and your future.

At Oaktree Financial, we believe in being with our customers for life and helping you to understand every part of your financial planning journey.

Financial Planning

Plan your financial future with the whole of the Oaktree Team on your side.

Savings and Investments

Invest more wisely to ensure your money works harder for you.

Pension Planning

Ensure you are planning for your future, today.

Income Protection

(Accident or Ill Health)
Protect your income in uncertain times.

Mortgages

Begin or continue your journey on the property ladder.

Life Insurance & Mortgage Cover

Support and provide for your loved ones in the event of your death.

Our ethos is simple.
Trusted, timely and simple planning for your financial future.

No matter what your situation is, we can help you with trusted, jargon-free advice to ease your concerns around your money and your future.

One team to take care of all your needs, for life.

Our down-to-earth approach to financial planning is to make the most out of what you have by making your money work harder for you with straightforward advice and trusted action.

There are no silly questions.

Financial planning can be intimidating and we understand this is a new experience with new jargon to get your head around. We believe there are no silly questions and want to ensure you’re up to speed with everything we discuss. We give you straightforward advice to help guide you along your journey.

Let’s talk money.

We only get paid when you are 100% happy with what we are planning together. We’re completely upfront about how we get paid and we take everything one step at a time.

Take control of your financial future with Financial Planning from Oaktree Financial.

Saving For Your Children’s Education – Avoid Student Debt

Saving For Your Children’s Education – Avoid Student Debt

No matter what stage of education your child is at, it’s a good idea to plan ahead for college fees as six in ten parents in Ireland expect to get into debt because of third level costs for their child.  We want to take some of the pressure off you while planning this...

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The Game of Patience When Investing

The Game of Patience When Investing

Saving and investing are often used interchangeably. While there are certainly differences between them, for the purposes of this article you can assume I am referring to both regular savers (non bank account) and lump sum investments.   Investing in stock...

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Why You Need A Pension

Why You Need A Pension

Pensions are such an important part of a solid financial plan. Planning for your retirement is often overlooked and put on the long finger which is one of the biggest mistakes people make with their finances. It is never too early or too late to take control of your...

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