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mail info@oates.ie

Our Advice Process

 

At Aengus Oates Financial Services, we help people to achieve their financial goals, whatever they might be. To achieve this, we follow a very structured financial planning model.

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Our Advice Process
Solutions Overview

After gaining a full understanding of your current financial situation, your financial objectives and your attitude to risk, we at Aengus Oates Financial Services turn our attention to devising the best solutions to achieve your financial goals. 

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Solutions Overview
About Aengus Oates Financial Services

We assist both individuals and companies to make sense of the complex world of financial services and help you identify & ultimately achieve your financial objectives. 

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About Aengus Oates Financial Services
Budget Calculator

Are you finding it difficult to manage your personal or household budget? Do you find that your monthly expenses don't add up? Would you like to get better at monthly budgeting so you can save more? Using Zurich's budget calculator will help you work out what your monthly income and expenses are.

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Budget Calculator
News & Helpful Tips

Check Out the Latest Insurance News and Investment Tips Here

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News & Helpful Tips

Wealth Growth

Wealth Growth

We want to ensure that your money is working as hard for you as possible

Retirement Planning

Retirement Planning

We work with our clients to help them plan to achieve financial independence in retirement

Financial Security

Financial Security

We can lessen the financial impact of unforseen events and provide financial security for you and your family or business


Welcome to our website ....

Aengus Oates Financial Services provides expert financial planning and bespoke financial solutions to our highly valued personal and corporate clients. Our business was founded to assist individuals and companies as they navigate their own, specific financial journeys. With over 30 years’ experience in the Financial Services industry, Aengus Oates Financial Services has developed durable, long-term relationships with our clients based on rigorous financial planning and innovative financial solutions, delivered in a collaborative and easy to understand manner. Our sole objective is to help our clients to achieve their financial goals.