Blog
Learn more about planning your financial future.
How Savings and Investments Work
Set your goals Savings and investments can feel like an intimidating world to the uninitiated. But at Oaktree Financial we are here to help you navigate the way to financial success. The first step is to establish your financial goals. Are you saving for retirement?...
![What Does a Financial Advisor Do? [Ireland]](https://oaktreefinancial.ie/wp-content/uploads/2022/08/what-does-a-financial-advisor-do-ireland-400x250.jpg)
What Does a Financial Advisor Do? [Ireland]
Financial advisors can assist their clients with their finances in a number of ways. In fact, they often specialise in some combination of investment management, financial planning, savings, tax efficiency, and more. This makes them especially valuable for those with...
Oaktree Named All-Star Financial Services Team 2022
Here at Oaktree Financial Services Ltd we are delighted to announce we have been named All-Star Financial Services Team 2022 by the All-Ireland Business Foundation! This award represents the culmination of many months of hard work by our team and we’d like to thank...
ESG Investing
ESG investing or Environmental, Social & Governance investing is essentially socially responsible investing. It refers to investments that prioritise optimal environmental, social and governance factors. Many people today want to invest in funds that have a...
A Guide to Group Pension & Risk Benefits
A Group Pension Plan is a pension provided by an employer for its employees. It is a tax-efficient way to help employers ensure that their employees are financially secure in retirement. Oaktree Financial Services Ltd can explain the differences between the...
Redundancies and Pensions – Understand Your Options
Understanding Redundancies and Pensions If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made...
Saving For Your Children’s Education
No matter what stage of education your child is at, it’s a good idea to plan ahead for college fees as 6 in 10 parents in Ireland expect to get into debt because of third-level education costs for their child. We want to take some of the pressure off you while...
Future Proofed – Your Ultimate Guide to Pensions
The good news is that we are now living longer than ever before. The latest statistics suggest that people in Ireland can expect to live to 81.5 years on average. Consider this – longer life means we will need to provide ourselves with an income for a longer period of...
Pensions for the Self-Employed
If you are a self-employed individual, it is important to know that there is a difference when it comes to pension planning as a sole trader vs if you are trading as part of a limited company. Typically, a Personal Pension is the better option for a sole trader. If...
