Oaktree Financial Services
At Oaktree Financial, we believe in being with our customers for life and helping you to understand every part of your financial planning journey.
We are specialists in the areas of Financial Planning, Pensions & Retirement Planning, Savings & Investments, Life Cover, Income Protection and Mortgages. At Oaktree Financial, we understand both the importance and impact of financial decisions for you. We have access to all the relevant market knowledge and products available - which enables us to offer you independent, expert, and impartial advi
07/11/2024
It's not about the win...its about the people who made the shortlist possible. Top 3 in Ireland is not so bad.
07/11/2024
Unfortunately not for us this year but congratulations to SYS Financial 🎉
07/11/2024
Feeling excited at The Mansion House!!!
⏰ The Big Day is Tomorrow! ⏰
Oaktree Financial is in the running for the Investment Expert Broker 2024 award at the 2024 Broker Expert Awards, and we couldn’t be more excited! 🏆
Fingers crossed for another win! 🤞Thank you for being part of our journey, and we’ll keep you updated!
📣Oaktree Financial Services is excited to be shortlisted for the Investment Expert Broker 2024 Category at the 2024 Broker Expert Awards - for the 3rd year in a row! We are honoured to have won this title in 2023 and hope to make it another win this year.
Read more here 🔗https://oaktreefinancial.ie/investment-broker-expert-award-2024/
Brokers Ireland
04/11/2024
Are you finding it difficult to manage your personal or household budget? Do you find that your monthly expenses don't add up? Would you like to get better at monthly budgeting so you can save more?
💁♀️Try our budget calculator:
🔗https://oaktreefinancial.ie/financial-planning-calculator/
31/10/2024
Thanks to Domino's Pizza Cork for the savage pizzas today!!! They made Becca's day!
Tracy Sumstad Trish Hyland Ciara Tobin Denis Ahern Adrian Godwin
31/10/2024
This Halloween, take the fear out of financial planning. At Oaktree Financial, we're here to help you make smart financial decisions with ease.
Don't put it off, book a friendly chat today👻
https://oaktreefinancial.ie/book-appointment/
Ever wondered how those pension figures add up? Tracy guides you through a real-life example in our video. No Maths degree needed!
As always, feel free to get in touch with us at 🔗https://oaktreefinancial.ie/contact/
28/10/2024
Ever wondered how to balance risk and return in your investments? Talk to us on 025-30588 about effective strategies for smart investing or read more here 👉 https://oaktreefinancial.ie/savings-investments/
26/10/2024
Exciting News! We're thrilled to have been featured in the Irish Times!
In their latest special report, The Irish Times highlights key financial planning strategies that can help employees make the most of their workplace pensions. We discuss actionable insights on how to maximize your pension contributions, especially as the year-end approaches.
👉 Read the full article here:
Top up your pension while you still can, but be mindful of Revenue rules Additional voluntary contributions can supercharge a pension when a person is nearing retirement, and they can also be a tax-efficient use of funds
🎉 Exciting News! 🎉
We’re thrilled to share that Oaktree Financial Services has been shortlisted for the Investment Expert Broker 2024 category at the 2024 Broker Expert Awards! 🌟
This is our third year in a row being shortlisted, and we’re honoured to have taken home the win last year. The winner will be announced on the 7th of November - so stay tuned!
Thank you for your support🏆
Stepping into the mortgage world can be daunting, but it doesn't have to be! 🎥 Watch Adrian as he breaks down how Oaktree Financial is here to guide you every step of the way, turning that dream home into reality🏡🔑.
For more info visit https://i.mtr.cool/ssuydgupcg
We don’t generally want to think about illness or life insurance but sometimes unfortunate things happen.
Peace of mind comes from proactively planning for the future - even planning for the worst-case scenarios we hope will never come.
Plan ahead with life insurance, critical illness and mortgage protection cover and worry less about the future.
Book a complimentary chat with us 🔗https://oaktreefinancial.ie/book-appointment/
17/10/2024
Save the date 🗓️‼️
We will be turning on our town center lights on Saturday 23rd November.
This fantastic community tradition brings together friends, families, and neighbours for an unforgettable evening, capped off by a dazzling fireworks display over the Blackwater River—best viewed from our quaysides. 🌟✨
Want to help keep this tradition alive? You can donate through the iDonate page ⬇️⬇️⬇️
https://www.idonate.ie/fundraiser/fermoychristmaslights2024?fbclid=IwZXh0bgNhZW0CMTEAAR36-VGhJUKO6ItT6CFVo05KcU8JAH9GMPdkzoYTqGoqpBQoEAULbyJn0Q8_aem_9thFh3RyqS4OUHzzFbGObg
Every contribution helps make the season shine brighter! 💡🎁
Mark your calendars for an evening of festive fun and community spirit. We can’t wait to see you there! 🎉❤️
🤔Dreaming of retiring early? It’s essential to plan wisely considering your life expectancy and financial needs. Our team at Oaktree Financial can set you on the right path to early retirement. Check out our retirement planning advice online or call us on 025-30588 to discuss how we can support your goals.
👉https://oaktreefinancial.ie/pensions-and-retirement-planning/
15/10/2024
With Christmas on the horizon, expenses can add up quickly!🎄
Let’s get your finances in order now.
Book a complimentary chat:
👉https://oaktreefinancial.ie/book-appointment/
📈 Take Control of Your Finances! 📈
We believe it's never too early or too late to start managing your finances. Tracy, one of our expert advisors here at Oaktree, shares how we can help you achieve your financial goals, no matter what stage in life you're at.
Book a complimentary chat with us today:
https://oaktreefinancial.ie/book-appointment/
Click here to claim your Sponsored Listing.
Our Story
We are specialists in the areas of Financial Planning, Mortgages, Savings & Investments, Life Cover, Income Protection and Retirement Planning.
At Oaktree Financial, we understand both the importance and impact of financial decisions for you. We have access to all the relevant market knowledge and products available - which enables us to offer you independent, expert, and impartial advice, tailor-made to suit your individual needs.
As an independent broker, we have agencies with Ireland's leading financial institutions, allowing us to offer you the most competitive rates and products available on the market.
Oaktree Financial is regulated by the Central Bank of Ireland as a Multi-Agency Intermediary. We are members of the Professional Insurance Brokers Association (PIBA) and the Life Insurance Association (LIA).
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Contact the business
Telephone
Website
Address
10 Pearse Square
Fermoy
COCORK
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |