You lose some, you win some… Offset your investment losses against Capital Gains Tax

October 22, 2020
Couple relaxing while checking their investments

By Cleona Kinahan M.Sc CFP® QFA FLIA Did the Property crash in 2009 effect you? Have you suffered CGT losses in the past that you have forgotten about? Have you ever crystalised a loss on bank shares? Or any shares for that matter?   For so many clients, these losses are just a reminder of […]

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Tax is likely to be your biggest expense… learn how to control it!

October 19, 2020
Tax Refund

Tax isn’t a very exciting topic for most people but it does become exciting when you consider how much money you may be able to put back into your own pocket simply by making a few small adjustments. This year the income tax return deadline for 2019 is the 31st of October 2020. If you […]

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How are you saving for your Children’s Future?

August 17, 2020

Help your Savings go Further When it comes to your child’s future you want to give them every opportunity possible. When it comes to their education you need to ensure you have enough to support them through their college years. Therefore, with a range of saving & investment options to suit your particular needs O’Leary […]

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What’s All the Fuss About Cash?

August 10, 2020
Investing & Saving your money

by Cleona Kinahan M.Sc CFP® QFA FLIA   Many of us were brought up to believe Cash is King, that the best way to save money was in your deposit account. Some of you may be old enough to remember the bank account book that was manually updated when you made a lodgement or withdrawal. […]

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10 Tips on Re-Opening your Business

June 19, 2020
Business Strategy Meeting

Covid19 has had a profound impact on businesses around the world. While we’re all looking forward to life after lockdown this “new normal” is proving a challenge for many businesses. Business owners may find that they need to adjust and reassess their finances, their way of doing business and how they operate going forward. For […]

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“The quickest way to double your money is to fold it in half & put it back in your pocket”

May 5, 2020
Investing & Saving your money

Not a bad mantra if you want to start saving, but what then?  What are you saving for? Why are you saving? There’s no point in having money if you’re not going to spend it at some stage. Money doesn’t buy you happiness, but neither does being broke! So where do you begin?   What […]

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How is your pension affected by this current crisis?

April 7, 2020

Cleona Kinahan, M.Sc CFP® QFA FLIA   These last few weeks may have been a time of extreme financial worry for many, here at O’Leary Financial Planning we are available to help answer your queries on your financial plans, budget or just general money queries.  You don’t have to be an existing client for us […]

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Covid-19 reliefs update from Mr. Tax

March 26, 2020

There is hardly any industry unaffected by the spread of Coronavirus and everywhere is feeling the effects of consumers not spending. However, there is help at hand from government to alleviate some of the burden. The above information is courtesy of Mr. Tax – 

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Face to Face meetings cancelled until further notice

March 13, 2020

As the situation regarding the Coronavirus evolves daily, here at O’Leary Financial Planning the health & safety of our staff & clients is paramount.   Therefore to ensure our clients continue to receive support & advice and our staff remain protected we will not be meeting with you in person until further notice. We ask […]

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The only people who get hurt on a rollercoaster are the ones who jump off…..

March 10, 2020
Calculating stock market fluctuations

By Cleona Kinahan M.Sc CFP® QFA FLIA   What does the coronavirus mean for Investors Stockmarkets across the world continue to tumble as governments struggle to contain the spread and impact of the coronavirus. This is having a significant impact on the value of investments & pensions if they are linked to these markets. So, […]

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All content provided in the above blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always obtain your own independent financial and legal advice based on your own particular circumstances, before entering any financial contract.

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