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We create 
financial futures

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At O'Leary Financial Planning,

We understand that navigating the complexities of personal finance can be overwhelming.

That's why we specialise in helping professionals, business owners, and people moving towards retirement take control of their finances, grow their wealth, and secure a fulfilling future.

Our tailored financial planning advice is designed to remove financial stress from your life and ensure that you're using your money to its full potential.

 SIMPLIFY YOUR FINANCES | GROW YOUR MONEY | PROTECT YOUR ASSETS | FINANCIAL FREEDOM | SIMPLIFY YOUR FINANCES | GROW YOUR MONEY | PROTECT YOUR ASSETS | FINANCIAL FREEDOM | SIMPLIFY YOUR FINANCES | GROW YOUR MONEY | PROTECT YOUR ASSETS | FINANCIAL FREEDOM | SIMPLIFY YOUR FINANCES | GROW YOUR MONEY | PROTECT YOUR ASSETS | FINANCIAL FREEDOM
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Defining Financial Independence on Your Terms

At O'Leary Financial Planning, we understand that financial independence and freedom mean different things to different people.

For some, it may be the ability to retire early and pursue passion projects without worrying about money.

For others, it could mean having the financial security to weather unexpected life events or the freedom to make career choices based on fulfillment rather than financial necessity.

Some may define financial independence as the ability to provide a comfortable lifestyle for their family, while others may see it as the opportunity to travel the world or leave a lasting legacy.

To us, ultimate financial freedom is about having the power to make life decisions on Your own terms, without being constrained by financial concerns. It's about achieving a level of financial certainty that allows you to live life to the fullest, however you define it.

At O'Leary Financial Planning, we're committed to helping our clients in Galway and beyond achieve their unique vision of financial independence and freedom through personalised financial planning and expert guidance.

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What do you WANT financially…?

Hover over the demographic that best suits you and discover how we can help you achieve your financial aspirations and enjoy the peace of mind that comes with a secure future.

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"so I can create lasting memories with my loved ones."

01

Young Starters &

Growing Families

I want a strong financial foundation…

I want a strong financial foundation…

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"so I can create lasting memories with my loved ones."
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"so I can enjoy life and build our dream future."

02

Financially Focused &

Wealth Accumulators

I want to optimise my finances…

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"so I can create lasting memories with my loved ones."

03

Career Professionals &

Business Builders

I want to be in control of my finances…

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"so I can thrive professionally and personally."
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"so I can pursue my passions and enjoy this new chapter in life."

04

Autonomous Over 50's &

Independent Empty Nesters

I want to embrace my financial independence…

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"so I can explore new horizons and cherish time with loved ones."

05

Retirement Ready &

Transition Planners

I want to set up a comfortable retirement…

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"so I can explore new horizons and cherish time with loved ones."
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"so I can maintain my lifestyle and leave a lasting legacy to be proud of."

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Legacy Builders &

Wealth Preservers

I want to protect and preserve my wealth…

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Our Commitment to YOU

At O'Leary Financial Planning, we're committed to being your trusted partner on your
unique financial journey. Our success is measured by the impact we make in your life.

We're here to provide personalised guidance, strategic insights, and unwavering support to help you achieve
your financial goals and live the life you envision. Our commitment is the foundation of everything we do.

01

Acting in your best interests

Our advice is always driven by your unique needs and goals, ensuring that your financial well-being comes first.

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Helping you plan for financial security

We'll work with you to identify your short-term and long-term financial needs, empowering you to make
informed decisions and build a solid foundation for the future.

Helping you plan for financial security

We'll work with you to identify your short-term and long-term financial needs, empowering you to make informed decisions and build a solid foundation for the future.

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Regularly reviewing your arrangements

As your life evolves, we'll ensure your financial plan stays aligned with your changing needs and goals,
making adjustments when necessary.

Regularly reviewing your arrangements

As your life evolves, we'll ensure your financial plan stays aligned with your changing needs and goals, making adjustments when necessary.

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Tailoring solutions to your requirements

Our personalised recommendations will address your specific needs, presenting you with carefully
selected options to help you make confident decisions.

Tailoring solutions to your requirements

Our personalised recommendations will address your specific needs, presenting you with carefully selected options to help you make confident decisions.

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Supporting you in achieving your objectives

We're dedicated to providing ongoing guidance and support as you navigate challenges, seize opportunities,
and work towards your financial goals.

Supporting you in achieving your objectives

We're dedicated to providing ongoing guidance and support as you navigate challenges, seize opportunities, and work towards your financial goals.

We're committed to building trust, maintaining transparency, and delivering exceptional service to help you achieve financial freedom and security.

Areas of Advice We Specialise In

Navigating the complexities of investment and retirement in Ireland poses a unique set of challenges - challenges that OLFP are uniquely equipped to manage:

1

Pension Strategies

Tailoring your pension plan to support your lifestyle amidst the rising costs of living.

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Income Stream Structuring

Ensuring a consistent income flow to support your retirement years.

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Longevity Planning

Preparing for a longer life and the financial implications that come with it.

4

Investment Resilience

Mitigating market risks
to protect and grow your
nest egg.

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Inflation Protection

Safeguarding your purchasing power against the silent threat of inflation.

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Regulatory Guidance

Keeping you ahead of legislative changes that impact your retirement plans.

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Tax Efficiency

Maximising your after-tax retirement income.

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Estate Legacy

Aligning your estate plans with your final wishes.

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Lifestyle Preservation

Helping you maintain your desired standard of living throughout retirement.

OLFP is very much a community based advice firm.

We take the time to understand you and your personal situation because we know that.

We're in the business of realising your lifestyle and retirement dreams.

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What Our Clients Say

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-  Lorem Ipsum

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The Financial Freedom Roadmap

Learn the 9 simple steps for taking control of your financial situation, maximising every cent of your hard-earned income and getting yourself ahead financially.

These are our key steps to putting you on a clear path to better financial results with proven strategies to make every Euro count

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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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