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Learn more about planning your financial future.
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...
Oaktree Financial Services Takes Home 2023 Digital Marketing Award
Oaktree Financial Services is thrilled to announce that it has been awarded the prestigious 2023 Cork Digital Marketing Award for 'Best Use of Facebook - less than 20 employees'. The award was presented at the highly anticipated event hosted by Cork Chamber on Friday,...
10 Reasons Why Pensions Still Make Sense
THE STATE PENSION UNCERTAINTY The number of people aged over 66 is expected to keep growing strongly over the next 35 years. Currently there are nearly 5 adults of working age for every person over 66, this is projected to decline to 2.9 workers by 2035 and further to...
Enhanced Transfer Values from Defined Benefit Schemes
The transfer value ordinarily paid from pension schemes is typically poor value for members unless they are close to retirement. An Enhanced Transfer Value (ETV) exercise offers members a once-off opportunity to transfer the value of the pension, on enhanced terms, to...
