O’Leary financial planning

Protecting your income

Protecting your Income

Professionals are Failing to Protect their Biggest Asset; Themselves! With years of education behind them, and years of earning potential in front of them, professional individuals are a valuable commodity. But why are so few protecting themselves – financially?  Many professionals are self-employed, adding another layer of financial responsibility to the equation. Despite their significant insurance …

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We’re Hiring!!!

We have an opportunity for you to be part of the next phase of our exciting growth! We are currently hiring for a:   FINANCIAL SERVICES CLIENT ADMINISTRATOR – FULL-TIME   A day in the life: You will assist us as we provide advice to clients across a range of key areas including cash-flow management, …

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