Use our free, easy-to-use Insurance Made Simple quoting service

Who we HELP and what Problems we Solve…?

"Tailored Financial Solutions for Your Unique Journey"

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

3-1
3-2
3-3

Autonomous Over 50's &

Independent Empty Nesters:

At O'Leary Financial Planning, we recognise that as an autonomous over 50 or independent empty nester, you're entering a new and exciting chapter in your life.

With your children grown and your career reaching its peak, now is the time to focus on your own financial independence and long-term security.

We're here to help you navigate this crucial stage, ensuring that you have the financial freedom to pursue your passions, support your loved ones, and enjoy the lifestyle you've worked so hard to achieve.

You'll know this is you if you're in your late 40s to early 60s, with a successful career or business, and you're ready to take control of your financial future as you look ahead to retirement.

You may be focused on maximising your pension contributions, managing your investments, or ensuring that you have a solid plan in place to support your desired lifestyle in the years to come.

Common challenges and concerns:

Ensuring you have sufficient retirement savings to maintain your desired lifestyle

Maximising your pension contributions and optimising your investment portfolio

Navigating the complexities of tax planning to minimise liabilities and preserve your wealth

Managing the financial implications of your children leaving home (including potential financial assistance…) or supporting ageing parents

Protect your financial independence and preserve your wealth with tailored risk protection insurance

Solidify your assets and legacy for future generations

Balancing your financial responsibilities with your desire to enjoy your newfound freedom and pursue your passions

How we help people in that situation:

Our knowledgeable team at O'Leary Financial Planning will work closely with you to develop a comprehensive financial plan that empowers you to enjoy your autonomy and independence with confidence and peace of mind.

We'll help you:

Assess your current financial situation and develop a clear roadmap to reach your retirement goals

Optimise your pension contributions and investment strategies to maximise your wealth

Implement effective tax planning strategies to minimise liabilities and preserve your hard-earned assets

Navigate the financial implications of your changing family dynamics and responsibilities

Protect your financial independence and preserve your wealth with tailored risk protection coverage

Create a robust estate plan to protect your legacy and ensure a smooth transfer of wealth to future generations

Strike the right balance between enjoying financial autonomy and securing your financial future

As an autonomous over 50 or independent empty nester, you've entered a new phase of life filled with exciting possibilities and financial opportunities.

At O'Leary Financial Planning, we're committed to being your trusted financial partner, providing you with the expert guidance and personalised solutions you need to make the most of this incredible chapter.

With our support and strategic planning, you can confidently embrace your autonomy and independence, knowing that your financial future is secure.

senior-couple-looking-through-window
white-logo

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.

Financial-Broker - Copy
LIA-logo-(1)
Brokers-Ireland-logo

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.

©All Rights Reserved