Blog
Learn more about planning your financial future.
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...
The Hidden Impact of Inflation on Your Savings
Your Savings Might Be Growing... But Is Their Value? Seeing money build up in your savings account feels like progress, and in many ways, it is. But there's something happening quietly in the background that many people don't think about: Inflation Even if your...
The Importance of Reviewing Your Investments
Are They Still Working for You? Making the decision to invest is an important first step. But investing isn't a "set it and forget it" exercise. Markets change. Your personal circumstances change. Your financial goals evolve. An investment strategy that suited you...
Can You Have More Than One Pension?
Why Knowing Where They Are Matters If you've changed jobs during your career, there's a good chance you've built up more than one pension. In fact, many people are surprised to discover they have pension benefits spread across several providers, often accumulated over...
Made Redundant? Here’s What You Need to Know Financially
How to Make Informed Decisions During a Difficult Time Being told your role is being made redundant can be one of life's most challenging moments. Alongside the emotional impact comes a series of important financial decisions, many of which can affect your finances...
Oaktree Financial Services Earns Fifth Consecutive Business All-Star Best in Class Accreditation
Oaktree Financial Services is proud to announce that we have been awarded the Business All-Star Best in Class Financial Services Company 2026 accreditation by the All-Ireland Business Foundation (AIBF)! This marks our fifth consecutive year receiving the...
