Episode 92: Adrian Godwin, Oaktree Financial Services

AIBF Business Talk

🤝Guiding you on your financial life journey - Adrian Godwin, Oaktree Financial Services

🎙️ 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 isn’t as daunting as it may seem for some.

💶Whatever 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.

💪The 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 PRSA’s from your PRB’s? No? - Don’t 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.

🌳From little acorns big trees do indeed grow!

🤿Adrian’s also deep dives into company financial wellbeing offering the following tips:

1️⃣From a company perspective, know where your money is coming from and going too.

2️⃣Have a good overall financial view - understand the options that are available to you.

3️⃣Make sure you have an exit plan.

🎧It’s 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! 💰

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 country’s most ambitious and visionary businesses.