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 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.
The Benefits of Long-Term Investing
When it comes to investing for your future, there are myriad paths you could take. There are more than 7,000 publicly traded stocks to choose from, many types of investment vehicles, and ample opportunities to invest on your own or seek the financial help of an...
Why You Should Have a Financial Plan
Financial Planning isn't just about budgeting, saving, or investing. It is about putting all the aspects of your life together to create a plan that suits you perfectly. Having a Financial Plan is essential to get the most out of your money and prepare you for your...
Inheritance & Gift Tax Planning
As we get older and accumulate assets, we eventually get to the point of wondering how we can pass our wealth down to our children. Ireland has one of the highest Capital Acquisition rates globally which is currently set at 33%. Over the last number of years, it has...