At O’Leary Financial Planning we specialise in helping business owners, professionals & pre-retirees manage their personal finance, grow their wealth & protect what's important.

We work with you to find the right balance between enjoying your lifestyle today and saving for the future by helping you remove financial stress from your life and making sure you are using your money to its full potential.

We formulate a plan for the type of future you want and deserve. We work with you to uncover where you want to be (goals), what it’s actually like now (reality), and then help you get clear on the financial roadblocks. Together we’ll navigate a path for you to follow.

 

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

I cannot express enough gratitude to Cleona Kinahan at OLFP for sorting out my financial life and giving me much peace of mind when it comes to financial planning and security.

I first met Cleona over 16 years ago with very little idea about how best to structure my savings and financial planning.  I found it very easy to relate to her on a personal level as she immediately understood the priorities that I had as a newly-married man in a new job.  She was able to advise me on a very suitable illness protection scheme, life assurance, and various savings and investment plans that matched my needs and risk levels.

As a result of these, I feel very secure in my pension planning and my reduced exposure to financial risk against myself and my family.

Throughout this time, Cleona has proven to be an indispensable source of advice and someone in whom I can place the utmost trust.

John Bruzzi

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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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