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Learn more about planning your financial future.
Oaktree Financial announced as a Finalist in the Cork Digital Marketing Awards 2023
Cork Digital Marketing Awards Finalist Oaktree Financial Services are delighted to be announced as a finalist in the Cork Digital Marketing Awards 2023! The awards scheme organised by Cork Chamber recognises the achievements of companies using digital marketing to...
AIBF Business Talk – Adrian Godwin Guides You On Your Financial Life Journey
Guiding You On Your Financial Life Journey The latest episode of the AIBF Business Talk podcast featured our very own Business All-Star Adrian Godwin! He spoke about the important steps of a personal financial life journey, and how it isn’t as daunting as it may seem....
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....
