About Oaktree
We are a family run business that understand all clients financial worries. Our goal is to help them achieve Financial Health and Wellness.
At Oaktree Financial, our philosophy is simple.
We are with you for life.
We focus on financial wellbeing for individuals and businesses within our community and beyond through building a life-long relationship with you.
About Us
It all starts with a 15-minute initial call where we find out about your unique situation, whether you are an individual, family or business.
We actively listen to understand your needs and ask questions to ensure what we advise is perfect for you.
Our consultations are jargon-free and there are no silly questions.
We also take pride in our extensive experience and wisdom gained over the years. We have served our community as a local, family owned company.
Our success has been built on this experience, our knowledge of the Irish financial services and insurance market.
Whilst we do receive payment for our services from product providers, we are not tied to any bank, investment or insurance company. This means we always give you the best advice, and continuously evaluate the best financial products on the market.
As your personal financial advisor, we deal with all the leading financial institutions operating in Ireland, ensuring that you get the best solution for you at the best possible price.
Our aim is to make your financial planning journey simple and for it to ease your worries about your finances.
It goes without saying that you can expect unrivalled customer service from us as we go the extra mile for you.
Financial Advisors in Cork, Dublin & Ireland
Book a chat today to discuss your life insurance and mortgage cover plans.
Our Blog
How To Structure Your Savings (Without Overcomplicating It)
When it comes to saving money, many people feel like they are not doing enough or believe they need a complicated system in order to manage their finances effectively. Budgeting methods, multiple savings accounts, spreadsheets, and tracking tools can make saving feel...
The Importance of Income Protection: What You Need to Know
If you're income stopped tomorrow, how long would you realistically manage? For most people, income supports everything: from rent or mortgage payments to everyday expenses and long-term financial plans. Yet despite this, it's often one of the most overlooked areas...
How Diversification Protects Your Investments
When it comes to investing, one of the most important principles to understand is diversification. It's a concept that's often mentioned, but not always understood. In simple terms, diversification is about spreading your investments rather than relying too heavily on...
