10 Things about Money You Weren’t Taught at School…

March 11, 2021
Things about money not taught at school

By Cleona Kinahan M.Sc CFP® QFA FLIA “Schools teach you how to work for money, but don’t teach how to make it work for you.” — Robert Kiyosaki   1. Spend less than you earn This is a discipline. In order to achieve this goal, you have to know where your money is going each […]

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So what are the financial benefits to getting married?

February 2, 2021
Financial reasons to tie the knot

“You don’t marry someone you can live with…  You marry someone you can’t live without” – unknown   Ok so it’s not the most romantic reason for a proposal, but there are many financial and practical reasons to tie the knot. As well as the joy of sharing your life with the love of your […]

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2020 – what a strange year it’s been…

December 9, 2020
o'leary financial planning

Only a few weeks to the end of 2020 and what a strange year it’s been, for all of us. It’s been a year like no other – full of uncertainty and huge changes for businesses, as well as heart-warming generosity and kindness. Businesses have struggled and businesses have thrived. Some people have welcomed the […]

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The Top 5 Myths of Life Insurance (and how not to get caught up in the hype…)

November 11, 2020
5 myths of life insurance

When it comes to protecting yourself and your family the most important thing is to get the facts and take the mystery out of your financial protection once and for all. Most people are surprised at how financially exposed they are and the right life insurance policy at the right price can be critical at […]

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

October 22, 2020
Offset your investment losses

By Cleona Kinahan M.Sc CFP® QFA FLIA Did the Property crash in 2009 affect 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? Offset your investment losses against current gains to reduce your tax liability. […]

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How are you saving for your Children’s Future?

August 17, 2020
how are you saving for your children's future

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 Financial […]

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What’s All the Fuss About Cash?

August 10, 2020
The impact of inflation on savings and investments

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 might even be old enough to remember the bank account book that was manually updated when you made a lodgement or […]

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10 Tips on Re-Opening your Business

June 19, 2020
tips on reopening your business

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
What are you saving for

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

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How is your pension affected by this current crisis?

April 7, 2020
concerns about my pension

Cleona Kinahan, M.Sc CFP® QFA FLIA   So, how is your pension affected by the current crisis… These last few weeks may have been a time of extreme financial worry for many. At O’Leary Financial Planning we are available to help answer your queries on your financial plans, budget, or just general money queries.  You […]

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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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