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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.

Career Professionals &

Business Builders

At O'Leary Financial Planning, we understand that as a career professional or business builder, your financial needs and aspirations are as unique as your career path.

Whether you're climbing the corporate ladder or building your own empire, we're here to help you navigate the financial complexities that come with your success.

You'll know this is you if you're a driven professional or ambitious entrepreneur, focused on making your mark in your industry while creating a solid financial foundation for your future.

You may be grappling with the challenges of managing your cash flow, investing in your business, or ensuring your personal finances are in order as you pursue your professional goals.

Common challenges and concerns:

Balancing the demands of your career or business with your personal financial planning

Managing cash flow and budgeting effectively to support your professional growth

Investing in your business while still saving for your long-term financial goals

Navigating the tax implications of your career or business decisions

Ensure your income and assets are protected providing financial stability with comprehensive risk protection insurance

Planning for retirement and other major life milestones while focusing on your career or business

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How we help people in that situation:

Our experienced team at O'Leary Financial Planning will work closely with you to develop a comprehensive financial plan that supports your professional ambitions and personal financial well-being.

We'll help you:

Create a budget and cash flow management system that aligns with your career or business needs

Identify the most effective investment strategies to grow your wealth while supporting your professional goals

Optimise your tax planning to minimise liabilities and maximise your financial gains

Implement risk management solutions to protect your income and assets from potential setbacks

Pass assets down to the next generation tax effectively, without compromising your career or business growth

Make informed financial decisions that support your professional success and personal prosperity

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As a career professional or business builder, you've worked hard to achieve your success, and your financial planning should reflect your unique needs and aspirations.

At O'Leary Financial Planning, we're dedicated to being your trusted financial partner, providing you with the expert guidance and personalised solutions you need to thrive both professionally and personally.

With our support and strategic planning, you can confidently pursue your career or business goals while building a strong financial foundation for your future.

Let us help you align your professional success with your personal financial prosperity, so you can enjoy the rewards of your hard work and dedication for years to come.

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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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