News

Face to Face meetings cancelled until further notice

March 13, 2020

As the situation regarding the Coronavirus evolves daily, 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 remains protected we’re unable to meet with you in person until further notice. We ask you to […]

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

March 10, 2020
What does the coronavirus mean for Investors?

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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How can women improve their financial wellbeing?

March 6, 2020
How can women improve their financial wellbeing?

We all need to keep sight of what’s important. The financial choices you make should be determined by what you value most – family, financial independence, security. Regardless of where you are in life whether your single, married, divorced, or widowed financial planning and money management should always be one of your top priorities. So […]

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THE ECONOMIC AND FINANCIAL OUTLOOK FOR 2020

February 4, 2020
economic and financial outlook

By Jim Power – Economic Analyst THE EXTERNAL BACKGROUND Coming into 2019, there was an expectation that the year ahead was going to be more challenging for a variety of reasons, and that is exactly how it turned out. Global growth slowed as the year progressed. Thankfully, the economic recession was not experienced, but rather […]

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Financial Planner, Financial Advisor, What’s the difference?

January 22, 2020
financial planner v financial advisor

 “The best fund in the world won’t change your life, financial planning will” – Paul Armson.   Regardless of your financial state, everyone can benefit from taking stock, financially. Consider what you need to do to achieve better financial wellbeing… So, where do you begin? Talk to a financial advisor or a financial planner? What’s […]

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Is your Company’s financial year end on the 31st December?

December 5, 2019
Is your Company’s financial year end on the 31st December?

Are you aware that you can maximise your pension whilst minimising your corporation tax bill? Is your Company’s financial year-end 31st December? Are you are a business owner or company shareholder? If so, you can reduce your assessable profits by making a contribution to your pension prior to your company’s year-end. This in turn reduces […]

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Tips for managing your money at Christmas

December 4, 2019
tips for managing your money at christmas

Money management at Christmas, is it even possible? Yes, it is! It just requires some planning and a little bit of discipline. For those of you who did not get all your Christmas shopping done on Black Friday or Cyber Monday here are a few tips to help manage your spending over the next three […]

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MORTGAGE PROTECTION: What is the best cover for you & your circumstances?

November 26, 2019
mortgage protection, family protection

Buying a home is a huge financial commitment for most people. So, it stands to reason that we want the right cover in place to protect our family and our home if the unexpected should happen. A mortgage protection policy will pay off the outstanding balance on your mortgage if you die or become seriously […]

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Protect yourself and your business against the loss of your keyperson

September 11, 2019
Keyperson protection

Arranging adequate business protection ensures the necessary funds end up in the right hands at the right time, helping to preserve the continuity of your business.   Businesses ensure they attract the right people for their company by offering a competitive salary, excellent benefits, a pension plan, etc. To ensure a key employee does not […]

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What to do when the Markets become volatile?

August 6, 2019
what to do about market volatility

The U.S. stock markets had the worst day of the year yesterday, Monday 5th August, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors were understandably nervous. However, this morning saw markets rebound as China took steps to ease the currency […]

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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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