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)

03/06/2026

When you're self-employed, there isn't an employer contributing to a pension behind the scenes.

That means retirement planning is your responsibility.

A pension can help you build long-term financial security while also providing valuable tax benefits today.

If you're self-employed and unsure where to start, Oaktree Financial Services can help you explore your options.

Good decisions shape strong businesses.🙌That is why Oaktree Financial Services Ltd is looking forward to exhibiting at t...
29/05/2026

Good decisions shape strong businesses.🙌

That is why Oaktree Financial Services Ltd is looking forward to exhibiting at the All Ireland Entrepreneurs Summit 2026, where founders, CEOs and senior decision makers will come together for a day of insight, connection and fresh business thinking.

At Oaktree, helping clients take control of their financial future is what we do every day through
clear, trusted advice across financial planning, pensions, savings, investments and mortgages. We
are delighted to be part of a summit that brings ambitious business minds into one room.

Join Oaktree Financial Services Ltd and Ireland's business community on June 10th at Croke Park

One powerful day. The right room.
Real momentum.

Book your seat now:
www.allirelandsummit.com/tickets

28/05/2026

Imagine reaching retirement knowing your finances are structured, your essentials are covered, and you have confidence in your future.

Good retirement planning is not just about pensions. It can also include debt planning, tax efficiency, succession planning, and understanding how your retirement income will work.

Small decisions today can make a major difference later.

If you'd like to understand your options, speak to Oaktree Financial Services.

We’re proud to share that Oaktree Financial Services has once again been recognised as an AIBF Business All-Star Accredi...
27/05/2026

We’re proud to share that Oaktree Financial Services has once again been recognised as an AIBF Business All-Star Accredited company and awarded Business All-Star Best In Class Financial Services Company 2026.👏

This recognition reflects our continued commitment to delivering trusted financial advice and putting our clients at the centre of everything we do.

A huge thank you to our team for their dedication and to our clients for the trust and support they place in us every day.

Here’s to continuing to grow, improve, and help people build stronger financial futures.

All-Ireland Business Foundation

What a fantastic weekend at the Mallow Home & Garden Festival 🎉A huge thank you to everyone who stopped by our stand, en...
27/05/2026

What a fantastic weekend at the Mallow Home & Garden Festival 🎉

A huge thank you to everyone who stopped by our stand, entered our giveaway, and took the time to speak with our team.

Events like these are always a great reminder of how valuable open conversations around financial planning can be.

Thank you to the organisers for another brilliant event Mallow Home & Garden Festival, we’re already looking forward to next year 🙌

We’re excited to be back at the Mallow Home & Garden Festival 2026 🎉Come visit our team at Stand D13 for a chat about yo...
21/05/2026

We’re excited to be back at the Mallow Home & Garden Festival 2026 🎉

Come visit our team at Stand D13 for a chat about your financial future, whether you have questions around pensions, investments, savings, protection, or simply want to learn more about financial planning.

Our team will be there throughout the event to answer questions and have conversations around your financial goals and future planning.

🎁 We’ll also have an exclusive giveaway running across the event, with one lucky winner receiving a €150 One4all Voucher.

We look forward to seeing you there! 👋

19/05/2026

Trying to perfectly time the market can often lead to missed opportunities.

One of the biggest mistakes investors make is stepping out of the market at the wrong time and missing periods of recovery and growth.

Long-term investing is often less about perfect timing and more about consistency over time.

If you’d like to take a more structured approach to investing, Oaktree Financial Services can help guide you through your options.

14/05/2026

A lot of people think they need a perfect system before they can start saving properly.

In reality, saving money becomes much easier when your finances have structure.

A simple approach could include:
• Emergency savings
• Short-term savings
• Long-term savings or investing

Giving your money a clear purpose can help make saving more manageable and consistent over time.

If you’re unsure how to structure your finances, Oaktree Financial Services can help you put a plan in place.

07/05/2026

Many people don’t realise that pensions are one of the most tax-efficient ways to build long-term wealth.

Pension contributions can help:
• Reduce your income tax
• Grow your investments tax-free
• Build stronger retirement savings over time

Understanding how pension tax relief works can make a significant difference to your long-term financial future.

If you’d like to understand your options, Oaktree Financial Services can help guide you through them.

28/04/2026

If your income stopped tomorrow, how long would you be okay?

Most people insure:
• Their phone
• Their car
• Their holidays

But not their income.

Income protection helps replace a portion of your income if you’re unable to work due to illness or injury, helping cover your day-to-day expenses.

If you don’t have a plan in place, it may be worth reviewing your options.

Oaktree Financial Services can help you understand what level of cover may suit you.

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

https://linktr.ee/oaktreefinancialservices, https://oaktreefinancial.ie/blog/

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