Financial planning
Protect what matters most with Oaktree Financial. We specialise in all areas of Financial Planning including Life Assurance, Critical Illness Cover, and Mortage and Income Protection.
Mortgages
We are here to help you find your way through the complex Irish Mortgage Market, whether you're looking for a new mortgage, or simply want to ensure you are still getting a great deal on your existing mortgage.
Savings & Investments
As experienced investment advisers, we can work with you to implement your savings and investments plan, be it planning for retirement, your children's education fees or simply a plan to build up a fund for that rainy day.
Accounting & Taxation
We provide a full range of Accounting & Taxation services including Sole trader accounts, Company accounts, VAT, Income Tax, PAYE refund calculation, Company Secretarial, Payroll and more.
Who are we ?
- We are independent financial planners.
- We review every area of your finances.
- We help sort out your taxes.
- We help you manage money better.
- We compare the market for you.
- We make switching easy.
- We help you become 100% happy with your finances.
Welcome to Oaktree Financial Services: Ireland's Leading Financial Services Consultancy & Mortgage Broker
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). We are Certified Chartered Accountants (ACCA) and Registered Tax Consultants (AITI).