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O'Leary Financial Planning

Acknowledged as one of Ireland's premier authorities on _________, _________ and retirement Pension strategies, OLFP is dedicated to maximising your lifestyle and retirement income.

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Forged from a commitment to collaborative success,

We champion strategic wealth creation and retirement planning, and specialise in maximising pensions, retirement outcomes and lifetime income stream strategies.

Our foundation is built on mutual trust and a dedication to YOUR best interests.

We've built our reputation on integrity, advocacy, and a deep-seated commitment to improving your life through strategic investment and retirement planning.

We see ourselves as more than financial advisors; we're your partners in building a secure financial future.

Join us and take the first step towards securing a financial future where your aspirations are not just met - they're exceeded.

Our Team

With over 20 years of combined experience in the financial services sector, our team has the knowledge and expertise to help you navigate even the most complex financial situations.

We pride ourselves on building long-lasting relationships with our clients, earning their trust as we guide them towards financial success.

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Cleona Kinahan

M.Sc CFP® QFA FLIA Managing Director

Meet Cleona, the driving force behind O'Leary Financial Planning.

Cleona's diverse background and extensive expertise make her an exceptional leader at O'Leary Financial Planning. Born and raised in Kildare, Cleona's educational journey includes a master's degree from UCD and a Certified Financial Planner (CFP) qualification, the gold standard in financial advice. Her commitment to excellence is further demonstrated by her Fellowship in the Life Insurance Association (FLIA) and her 15+ years of experience as an exam corrector for LIA Ireland.

With a career in finance spanning over two decades, Cleona's wealth of knowledge allows her to provide comprehensive advice to both corporate and individual clients. Her areas of expertise include retirement planning, wealth management, and business protection. Cleona is particularly skilled at helping clients navigate the complexities of inheritance tax, ensuring that their legacies are protected for future generations.

What sets Cleona apart is her personable approach and her belief in the importance of living life to the fullest. She understands that while saving for the future is crucial, it's equally important to enjoy the present. Her goal is to help clients strike a perfect balance between financial security and living life on their own terms.

When you choose to work with Cleona, you can trust that you're in capable hands. Her bespoke services, tailored to your specific needs, will provide you with the clarity and confidence you need to make sound financial decisions.

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Mary Burke

BA (Hons), QFA RPA Director

With over two decades of experience in the financial services sector, Mary's passion for helping clients achieve their financial goals is the foundation of our company's ethos. 

Her journey began when she co-founded O'Leary Insurances Life & Pensions (Galway) Ltd., which later evolved into O'Leary Financial Planning.

As a proud Galway native and graduate of GMIT and UCD, Mary's deep understanding of the local community, combined with her expertise as a Qualified Financial Advisor and Retirement Planning Advisor, allows her to provide tailored solutions that truly resonate with our clients. 

Her specialties include protecting assets from inheritance tax, building wealth for a comfortable retirement, creating tax-efficient investments, and ensuring families are protected from life's unexpected challenges.

When you work with Mary, you can expect a smooth, hassle-free experience, as she is dedicated to providing outstanding customer service. Her warm personality and genuine care for her clients' well-being make her an invaluable part of the O'Leary Financial Planning team.

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Caroline Hartigan

BFS CFP QFA

Caroline Hartigan has over 29 years of experience in the banking and financial services world. She is definitely a ‘seasoned professional’.

As a Certified Financial Planner, she guides her clients through the ins and outs of financial planning. She's all about making sure you have the best experience possible and pays particular attention to the ‘little details’, so you can trust she's got your back every step of the way.

Caroline's expertise allows her to advise on all areas of financial planning, including retirement planning, savings and investment structures and family or business protection. She is skilled in conducting in-depth reviews of her clients’ financial circumstances, assessing their risk appetite, and creating personalised financial plans to help achieve their objectives. She's a Chartered Banker, LIB status holder, a member of the Institute of Bankers and CFP certified.

Partnering with Caroline for the long term will help you learn and grow in financial confidence as you work towards your version of financial freedom.

Team OLFP

Our team of dedicated professionals form the backbone of our commitment to excellence in financial services.

Beyond our leadership, we have assembled a diverse group of experts, each bringing unique skills and perspectives to serve our clients' varied needs.

Our team includes seasoned financial advisors with decades of combined experience in areas such as retirement planning, investment management, and tax optimisation. Their in-depth knowledge of the Irish financial landscape allows them to provide nuanced, tailored advice to clients across all demographics.

Supporting our advisors is a group of skilled paraplanners and research analysts. These professionals work tirelessly behind the scenes, conducting thorough market research, preparing detailed financial reports, and ensuring that our advice is always backed by solid data and up-to-date information.

Our client service team are the friendly faces (and voices) that our clients often interact with first. Known for their patience, empathy, and deep understanding of our advice and services, they ensure that every client inquiry is handled promptly and professionally.

We also have a dedicated compliance regime which keeps us abreast of regulatory changes, ensuring that our advice and practices always adhere to the highest ethical and legal standards.

Together, this well-rounded team embodies our commitment to providing comprehensive, personalised financial planning services. Their collective expertise, combined with a shared passion for improving our clients' financial well-being, makes O'Leary Financial Planning a trusted partner in navigating life's financial journey.

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Disclaimer: The information on this website is general in nature and not tailored to your specific financial situation. Before acting on any information, consider your circumstances and seek appropriate advice. The website discusses certain advice strategies and products and may not include all available options.

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O'Leary Insurances Life & Pensions (Galway) Ltd T/A O’Leary Financial Planning is regulated by the Central Bank of Ireland. Company Registration Number – 320878.

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