Blog
Learn more about planning your financial future.
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...
Saving for Your Family: It’s About More Than Money
At Some Point, Saving Stops Being Just About You When we first start earning an income, our financial goals are usually centred around ourselves. A car A holiday. Getting onto the property ladder. But life has a way of changing our priorities. Whether it's getting...
Why Headlines Shouldn’t Drive Your Investment Decisions
Everyday There's Another Headline... Markets are falling. Inflation is rising. Trade tensions are increasing. Economic uncertainty is everywhere. If you follow the financial news, it can often feel like something important is happening everyday. Staying informed is...
Pensions for the Self-Employed
Why Planning for Tomorrow Starts Today When you're self-employed, you're responsible for almost every aspect of your business. From finding new clients and managing cash flow to paying taxes and growing your business, there's always something demanding your attention....
How To Structure Your Savings (Without Overcomplicating It)
When it comes to saving money, many people feel like they are not doing enough or believe they need a complicated system in order to manage their finances effectively. Budgeting methods, multiple savings accounts, spreadsheets, and tracking tools can make saving feel...
