Learn about the 3 foundations and 9 core pillars for making every Euro you earn count and getting rid of some of the financial stress and uncertainty you might be feeling - as you work to create the comfortable lifestyle you and your family desire.

Each pillar is as important as the other and makes up best practice financial strategies for Professionals & Small Business Owners.

People who follow the Financial Freedom Roadmap™ live with the peace of mind of knowing that they are doing everything they can to ensure they are on top of their finances and making informed financial decisions.

 

Click on the image to download your copy of the Financial Freedom Roadmap - The Ultimate Business Owners Guide to Simplifying your Finances, Growing your Wealth & Protecting what's Yours.

At O’Leary Financial Planning we place great emphasis on understanding what’s important to you at every stage of your life. We do this by listening to you and providing clear, uncomplicated advice so that you can make an informed decision about your own personal and professional financial circumstances. We understand it’s about maintaining and protecting your lifestyle, your family, your business and we work with you to provide a solution that is tailored to your needs and lifestyle.  We truly believe that talking to a financial adviser can greatly improve your ability to reach your financial goals.

Maintaining your Lifestyle. Protecting your future.

Mary has been managing our Executive and Employee Pensions for a number of years. This allows us to concentrate on growing our business in the confidence that our financial needs are being professionally managed by O’Leary Financial Planning.

Declan Shaughnessy, Lynx Transport Galway

I met with Cleona for financial planning advice after a friend recommended her and I’m so happy I did. I’ve now set up a workable financial plan that meets my needs and is reviewed every year giving me complete control over my finances.

Ray Carroll

It’s great to have someone in your corner who listens to you and actually focuses on what you need to achieve financial peace of mind, not on selling you a product they think you need.

Jenny & Calin Tasnadi

Our commitment to you:

  • We will always act in your best interests
  • We will help you understand your needs, plan ahead and become more financially secure
  • We will review any existing arrangements with you to ensure they continue to meet your needs
  • We will recommend the most suitable solutions tailored to your specific requirements
  • We will support you in your bid to achieve your financial objectives
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