Oaktree Financial Services

Oaktree Financial Services Oaktree Financial Services provides clear, structured financial advice across Cork. Helping you plan confidently for the future.

We support individuals, families and business owners with pensions, mortgages, investments and financial protection. 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 rel

evant market knowledge and products available - which enables us to offer you independent, expert, and impartial advice, tailor-made to suit your individual needs. As a 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 Brokers Ireland and the Life Insurance Association (LIA)

01/09/2026

📈 One of the biggest investment mistakes isn't choosing the wrong fund... it's investing with the wrong time horizon.

Money you'll need in the next few years should usually be invested differently from money you're setting aside for long-term goals like retirement.

If you'd like to build an investment strategy that reflects your goals, Oaktree Financial Services can help guide you through your options.

25/08/2026

🏦 One of the most common pension questions we hear is:

"When should I start taking my pension seriously?"

The reality is that pension planning becomes easier when you start earlier. Not because you need to contribute huge amounts, but because you give yourself more time.

⏳ More time to contribute.
📈 More time for growth.
💰 More time for compounding to work.

The longer pension planning is delayed, the more pressure there can be to catch up later.

If you're unsure where you currently stand, Oaktree Financial Services can help.

👋 Meet the Team | Episode 2: Tracy SumstadThis week we're introducing Tracy Sumstad, Company Director at Oaktree Financi...
21/08/2026

👋 Meet the Team | Episode 2: Tracy Sumstad

This week we're introducing Tracy Sumstad, Company Director at Oaktree Financial Services.

Whether she's helping clients plan for the future or dreaming about coffee with a sea view, Tracy believes every financial plan starts with understanding your story.

Swipe through to get to know Tracy!

18/08/2026

📋 Many people don't have a money problem... they have a planning problem.

Saving and investing are important, but having a clear financial plan can help you understand where you are today and where you want to be in the future.

If you'd like more clarity around your finances, Oaktree Financial Services can help you build a plan that works for you.

A shout out to this lovely group of youngsters who made an absolute mess at the side of our office. Not the first time t...
13/08/2026

A shout out to this lovely group of youngsters who made an absolute mess at the side of our office. Not the first time this has happened unfortunately but the worst I have seen ever! We have no problem people using the side steps as a seat but this is ridiculous. Rant over

11/08/2026

Back-to-school costs are just around the corner, and for many families they can quickly add up.

While September brings uniforms, books and school supplies, it's worth remembering that college costs may still be ahead.

Starting to save early - even a small amount each month - can make a big difference over time.

If you'd like to put a plan in place for your family's future, Oaktree Financial Services can help guide you through your options.

👋 Meet the Team | Episode 1: Adrian GodwinMeet Adrian Godwin – Managing Director, financial adviser, problem solver... a...
07/08/2026

👋 Meet the Team | Episode 1: Adrian Godwin

Meet Adrian Godwin – Managing Director, financial adviser, problem solver... and apparently still convinced he'll play more golf than he actually does. ⛳😂

Swipe through to learn more about Adrian (including where he'd disappear to if he won the lotto!).

04/08/2026

📈 One of the most common questions we hear is:

"When should I start investing?"

The truth is that every stage of life offers different advantages.

⏳ In your 20s, time is on your side.
⚖️ In your 30s, consistency often becomes the focus.
🎯 In your 40s, many people take a more structured approach and review their long-term plans.

While starting early can help, the most important step is simply getting started and having a strategy that suits your circumstances.

If you're unsure where to begin, Oaktree Financial Services can help guide you.

28/07/2026

🏖️ When planning for retirement, many people focus on how much they are saving.

But an equally important question is:

👉 How much income will you actually need?

Your retirement lifestyle, day-to-day expenses, future plans, and financial goals all play a role in determining what your retirement may look like.

Understanding your future income needs can help you build a retirement plan that supports the lifestyle you want.

If you're unsure where to start, Oaktree Financial Services can help.

24/07/2026

Most people insure their car, phone and holidays...

But what about protecting yourself?

Serious illness cover could help provide financial support if you're diagnosed with a specified serious illness covered under your policy...giving you one less thing to worry about during an already difficult time.

📩 Get in touch with Oaktree Financial Services to learn more.

Address

10 Pearse Square
Fermoy
COCORK

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+3532530588

Website

, ,

Alerts

Be the first to know and let us send you an email when Oaktree Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Oaktree Financial Services:

Shortcuts

Share

Category