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Learn more about planning your financial future.
Oaktree Financial Awarded Business All-Star Financial Services Team Of The Year 2023-24
Business All-Star Financial Services Team Of The Year 2023-24 We are delighted to have been named Business All-Star Financial Services Team Of The Year 2023-24 by the All-Ireland Business Foundation. Our ethos involves taking an active role in the financial lives of...
A Guide to Pensions Adjustment Order
Pensions and Divorce in Ireland When you end your marriage (or civil partnership or cohabitation) by judicial separation, divorce or dissolution, the court can decide to share your assets with your former partner or any dependent children. This is to make sure that...
4 Ways to Protect Your Pension in Divorce
Divorce can not only take a substantial emotional toll, but it can also have a lasting impact on your financial status. Separating your assets from those of your spouse can be particularly tricky if your pension funding is at stake. A pension earned by one spouse is...
A Comprehensive Guide to Life Insurance Cover in Ireland
There are many types of insurance available, and if you are just starting to get organised and are considering different types of policy, you may be finding it to be an intimidating minefield! Which types of insurance do you really need, and how do they all work? If...
Auto-Enrolment Pensions – What does this mean in 2023?
Auto-Enrolment Changes Pensions auto-enrolment is a significant policy change, likely to affect some 750,000 employees who do not currently have any private pension provision, many of them lower paid. It would oblige employers to sign up all employees earning over...
What has changed for Employer Contributions to PRSA’s?
Removal of Benefit-in-kind (BIK) for an Employee A positive change has came into effect on 1st January 2023 for Employer contributions to PRSA’s. The Finance Act has now confirmed the removal of the Benefit-in-kind (BIK) charge on Employer contributions to a PRSA....
How to take Advantage of a Recession
The COVID-19-related recession of 2020 was just two months long, making it the shortest recession on record. Like all recessions, though, it impacted the lives of many. Now, as the economy is headed into another downturn, it’s a good time to review how to take...
What should I do with my money? (2023)
Planning for your future is a key part of life – whether it is saving for your children’s education, supplementing your lifestyle or planning your retirement. However, with interest rates at historic lows, the returns you are getting from savings held on deposit are...
