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.
See Our Awards
Financial Advisors in Cork, Dublin & Ireland
Book a chat today to discuss your life insurance and mortgage cover plans.
Our Blog
Starting to Invest in Your 20s, 30s or 40s
Is It Ever Too Late? One of the most common questions people ask is: "Have I left it too late to start investing?" The simple answer is no. While starting earlier gives your investments more time to grow, it's never too late to begin building wealth. Whether you're in...
How Much Income Will You Really Need In Retirement?
Are You Asking The Right Questions? When people think about retirement, one question usually comes to mind: "How much do I need in my pension?" It's an important question, but might not be the most useful one. A better place to start is to ask: "How much income will I...
The Importance of Serious Illness Cover
Could Your Finances Cope with the Unexpected? When people think about financial planning, the focus is often on building wealth, saving for the future or protecting their income. However, one area that's often overlooked is protecting yourself financially if life...
