Blog
Learn more about planning your financial future.
7 tips for how you could grow your money in your 30s and 40s
Is now the time to take control of your finances, aim to build your wealth and shape your future? Try these seven tips for trying to grow your money in your 30s and 40s. When you were in your 20s, you probably had a vision of what your 30s and 40s would look like....
Financial Tips For Your 20s
If you are in your 20s, time is on your side. But that does not mean you should put off planning your finances for a few more years. The earlier you start developing good habits, the better off you will be when you are older and have a lot more financial...
10 Tips to Invest Better (2024)
Looking to invest your money but need some guidance? It can seem like a complicated thing to get into, but you don’t need to be an expert or even be rich to invest! You just need a decent understanding of how it works. Here are 10 tips to invest better. 1. Know...
Child Savings Plan : Tips to help you save for your child’s education
Saving for a Children’s Education is a topic that all parents should be well researched on. With what seems like never ending, rising, living costs it is more important than ever to set aside savings and plan for your child’s future education. There has been some...
Understanding Investment Risk Profiling
The Importance Of Investment Risk ProfilingGetting the level of risk to be 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 the starting point...
Oaktree Named Business All-Star Financial Services Team 2024
We're thrilled to announce that Oaktree Financial Services has achieved its third Business All-Star Accreditation from the All-Ireland Business Foundation. In addition, we've been honoured with the title of All-Star Financial Services Team 2024. At Oaktree, we're...
Oaktree Financial Services Win the Investment Broker Expert Award 2023
Oaktree Financial Services Firm Takes Home Third Award Of The Year Oaktree Financial Services is proud to announce that it has won its third award of 2023. On Thursday, 9th November, at the Mansion House in Dublin, the Cork-based financial services firm was awarded...
Oaktree Financial Services Shortlisted for the Investment Broker Expert Award 2023
Broker Expert Awards 2023 Brokers Ireland’s Broker Expert Awards aim to shine a light on excellence through recognising Insurance and Financial Brokers who offer the highest level of professionalism, innovation, performance, and service to their clients. These...
