Blog
Learn more about planning your financial future.
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...
Investing When Markets Are Down
It’s difficult to watch markets fall and values decrease, but investors with a long-term investment time horizon can handle the volatility. For some investors during a market downturn, it’s hard to remember why they agreed to take on risk. Stock Markets draw the most...
Voluntary Redundancy Options
If you are an employee who has been offered a voluntary redundancy, it is vitally important that you understand all of the options available to you and the consequences of the decisions that you make. Voluntary redundancies are different for every individual. We have...
Lump Sum Investing Vs Regular Savings & Investments
With current inflation rates, leaving money sitting on deposit in a bank or credit union is not an ideal method for long-term wealth management. Savings on deposit is fine for short-term needs, but for anything over 3 years, that money is decreasing in value. When it...
