Tracy Sumstad, Author at Oaktree Financial Services

Saving For Your Children’s Education

by Tracy Sumstad | Jan 26, 2021 | Savings & Investments

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...

5 Financial Tips for 2021

by Tracy Sumstad | Dec 28, 2020 | Financial Tips

So 2020 is finally coming to an end. A year that most of us can’t wait to see the back of! It is finally starting to look like there is some light at the end of the tunnel. Let’s hope that 2021 is a lot better. Here are 5 financial tips to make 2021 the year that you...

Understanding Investment Risk Profiling

by Tracy Sumstad | Nov 18, 2020 | Savings & Investments

The Importance Of Investment Risk Profiling Making sure the level of risk is the right fit for an investor is a key component in any wealth management strategy. Why does it matter? Risk and return go hand in hand, so it goes without saying that this is the starting...

It’s Never Too Early To Start Planning Your Pension

by Tracy Sumstad | Sep 14, 2020 | Pensions

Think you don’t need to consider a pension at 30? Think Again! The Early Bird… There are choices you make in life that will have a huge impact on your future. Starting a pension for your retirement (yes it’s a long way away) is one of those choices...

The Benefits of Life Insurance

by Tracy Sumstad | Sep 3, 2020 | Protection

Choosing the right life insurance cover for you and those closest to you is essential. It will provide many great benefits, not least peace of mind that should something happen to you, your family will be protected financially. Future Planning As you age and your...