đ¤Guiding you on your financial life journey - Adrian Godwin, Oaktree Financial Services
đď¸ On this episode of the AIBF Business Talk podcast we hear from our Business All-Star Adrian Godwin of Oaktree Financial Services on the important steps of your personal financial life journey, and how it isnât as daunting as it may seem for some.
đśWhatever stage of your financial path you are at, from mortgages to pensions, and everything in between; Adrian and the team at Oaktree Financial Services have you covered.
They have literally become the lynch-pin for a client for everything.
đŞThe team at Oaktree Financial Services take a real personal approach - in addition to advising about an individual financial topic such as a mortgage, they can help craft a full financial plan and assist you with your financial goals.
Know your PRSAâs from your PRBâs? No? - Donât worry!
Adrian takes a deep-dive into the world of pensions advising to keep it simple, noting that many people will be surprised that even starting with a very small amount on a monthly basis - can make a huge difference in the long term.
đłFrom little acorns big trees do indeed grow!
đ¤żAdrianâs also deep dives into company financial wellbeing offering the following tips:
1ď¸âŁFrom a company perspective, know where your money is coming from and going too.
2ď¸âŁHave a good overall financial view - understand the options that are available to you.
3ď¸âŁMake sure you have an exit plan.
đ§Itâs time to uncover the excellent work by Adrian at his wonderful colleagues at Oaktree Financial Services - listening to this Podcast will give you the springboard to boost your coffers! đ°
The AIBF accredits the Business All-Star mark to Best-In-Class Irish businesses based on an independent audit of their performance, reputation, and customer-centricity.
The AIBF is an independent national body that identifies and acknowledges the countryâs most ambitious and visionary businesses.
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