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Learn more about planning your financial future.
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...
The Importance of Income Protection: What You Need to Know
If you're income stopped tomorrow, how long would you realistically manage? For most people, income supports everything: from rent or mortgage payments to everyday expenses and long-term financial plans. Yet despite this, it's often one of the most overlooked areas...
How Diversification Protects Your Investments
When it comes to investing, one of the most important principles to understand is diversification. It's a concept that's often mentioned, but not always understood. In simple terms, diversification is about spreading your investments rather than relying too heavily on...
Savings vs Investing: What Should You Do First?
When managing your finances, one of the most common questions is whether you should focus on saving or investing. While both are important, they serve different purposes within a financial plan. Understanding how each works and when to prioritise them can help you...
