For over 40 years, our family has been helping Irish families make confident financial decisions. Today, we combine decades of trusted relationships with modern financial planning to help clients navigate every stage of life.
For over four decades, Aengus Oates has helped families across Ireland navigate some of life’s biggest financial decisions. Built on trust, honesty and long-term relationships, many of those families continue to work with us today, with some now spanning multiple generations.
Today, that experience is combined with a modern approach to Family Wealth Planning. Tom Oates brings internationally recognised CERTIFIED FINANCIAL PLANNER™ expertise, behavioural financial planning and cashflow modelling to help families make confident financial decisions for the future.
Together, we combine decades of experience with modern financial planning to help families build, protect and pass on wealth.
Everything we do is guided by four simple principles.
Two generations. One shared commitment to helping Irish families build, protect and pass on wealth.
Chairman & Founder
For over 40 years, Aengus has helped Irish families navigate life’s biggest financial decisions. His reputation has been built on trusted relationships, honest advice and putting clients first. Today, many of the families he first advised decades ago continue to place their trust in GoTo Finance.
Managing Director
Tom combines internationally recognised CERTIFIED FINANCIAL PLANNER™ expertise with behavioural financial planning, cashflow modelling and evidence-based investing. His focus is on helping families make confident financial decisions and build long-term financial security across generations.
