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 Services, we believe in being with our clients for life and helping them to understand every part of their Financial Planning journey.
Financial Planning
Plan your financial future with the whole of the Oaktree Team on your side.
Savings and Investments
Save & Invest more wisely to ensure your money works harder for you.
Pension Planning
Ensure that you are planning for your future by securing a comfortable retirement income.
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 that 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 are 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 Services.
Redundancies and Pensions – Understand Your Options
If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made redundant should be provided with leaving...
Saving For Your Children’s Education
No matter what stage of education your child is at, it’s a good idea to plan ahead for college fees as 6 in 10 parents in Ireland expect to get into debt because of third-level education costs for their child. We want to take some of the pressure off you while...
Future Proofed – Your Ultimate Guide to Pensions
The good news is that we are now living longer than ever before. The latest statistics suggest that people in Ireland can expect to live to 81.5 years on average. Consider this – longer life means we will need to provide ourselves with an income for a longer period of...