Our Awards
We are a family run business that understand all clients financial worries. Our goal is to help them achieve Financial Health and Wellness.
At Oaktree Financial, our philosophy is simple.
We are with you for life.
The awards we’ve received are not just about us – they represent the results we achieve for our clients. From financial planning to investment advice, this recognition reflects our focus on delivering clear guidance, strong outcomes, and a consistently high level of service.
AIBF Cork Enterprise of the Year 2025
Recognised by the All-Ireland Business Foundation, this award highlights our contribution to business excellence in Cork.
AIBF Financial Services Team of the Year (2022, 2023, 2024)
Awarded over multiple years, this recognition reflects our consistent performance, client focus, and high standards within the financial services industry.
AIBF Business Partners of the Year 2025
Awarded to Adrian Godwin and Tracy Sumstad, this honour reflects our leadership, partnership, and contribution to the financial services sector.
Investments Broker Expert of the Year 2023 (Broker Expert Awards)
Recognising expertise and professionalism in investment advice, this award highlights Oaktree’s commitment to delivering informed and effective financial solutions.
Cork Digital Marketing Awards Winner 2023
Awarded for excellence in digital marketing, recognising innovation and effectiveness in building a strong online presence and engaging with clients.
Business All-Star Best In Class Financial Services Company (5 Years in a Row)
Awarded by the All-Ireland Business Foundation, this recognition highlights our consistent performance at the highest level, achieving best-in-class status for five consecutive years.
All-Star Financial Services Team Of The Year
Oaktree Broker Awards 2023
Oaktree Awards
Oaktree AIBF Award
Financial Advisors in Cork, Dublin & Ireland
Book a chat today to discuss your life insurance and mortgage cover plans.
Our Blog
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...
What Happens To Your Pension When You Change Jobs?
What Happens to Your Pension When You Change Jobs? Changing jobs usually comes with a long list of things to think about... New role New routine Getting settled in. One thing that often gets overlooked during that transition is your pension. It’s easy to assume it...
