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.

5-1
5-2

Legacy Builders & Wealth Preservers:

At O'Leary Financial Planning, we recognise that as a legacy builder and wealth preserver, your primary focus is on ensuring that your hard-earned wealth is protected, preserved, and passed on to future generations. With decades of financial success behind you, now is the time to focus on crafting a lasting legacy that reflects your values and supports your loved ones for years to come.

We're here to help you navigate the complex landscape of estate planning, tax-effective wealth preservation, and intergenerational wealth transfer, ensuring that your financial legacy is secure, and your wishes are fulfilled.

You'll know this is you if you're in your 70s or beyond, with a successful career or business behind you, and you're ready to focus on preserving your wealth and building a lasting legacy for your family.

You may be concerned about maintaining your capital, accessing government assistance and healthcare benefits, planning for potential aged care needs, or ensuring a smooth and tax-effective transfer of wealth to your beneficiaries.

Common challenges and concerns:

Preserving your wealth and maintaining your capital in retirement

Ensuring a stable, tax-effective income stream to support your lifestyle

Navigating the complexities of government assistance programs and healthcare benefits

Planning for potential aged care needs and managing associated costs

Developing a comprehensive estate plan that reflects your wishes and minimises tax liabilities

Facilitating a smooth and tax-effective intergenerational wealth transfer to your beneficiaries

How we help people in that situation:

Our knowledgeable team at O'Leary Financial Planning will work closely with you to develop a comprehensive wealth preservation and legacy planning strategy that aligns with your unique needs and aspirations.

We'll help you:

Implement strategies to preserve your wealth and maintain your capital in retirement

Optimise your income streams to ensure a stable, tax-effective cash flow

Navigate the complexities of government assistance programs and healthcare benefits to maximise your entitlements

Plan for potential aged care needs and develop a strategy to manage associated costs

Ensure the smooth transfer of your wealth to future generations with strategic risk protection insurance, including life, estate tax, and long-term care coverage.

Craft a comprehensive estate plan that reflects your wishes, minimises tax liabilities, and ensures a smooth transfer of wealth to your beneficiaries

Facilitate effective intergenerational wealth transfer and provide ongoing support to your beneficiaries

As a legacy builder and wealth preserver, you've spent a lifetime creating a financial legacy that reflects your values and supports your loved ones.

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 protect your wealth, build your legacy, and ensure a lasting impact for generations to come.

With our support and strategic planning, you can confidently navigate the complexities of wealth preservation and legacy building, knowing that your financial legacy is secure, and your wishes will be fulfilled.

Let us help you craft a lasting financial legacy that reflects your values, supports your loved ones, and ensures that your wealth continues to make a positive impact for generations to come.

elderly-man-sitting-sofa-reading-newspaper
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