Use our free, easy-to-use Insurance Made Simple quoting service

Why Choose O'Leary Financial Planning?

Discover the Difference of Personalised, Comprehensive Financial Planning

At O'Leary Financial Planning,

we understand that navigating life's financial complexities can be overwhelming.

That's why we're committed to being your trusted partner, providing tailored solutions and unwavering support to help you achieve your financial goals and live your best life.

Here's what sets us apart:

01

Your Financial Well-Being

Our Unwavering Commitment. We put your financial well-being at the heart of everything we do. Our team is dedicated to understanding your unique needs, challenges, and aspirations, and crafting personalised strategies to help you achieve your goals.

02

Comprehensive Solutions

For Every Stage of Life. Whether you're starting a family, building a business, or preparing for retirement, our comprehensive planning services are designed to support you through every chapter of your financial journey.

03

Navigating the Financial Maze

Together. Life's financial landscape can be complex, but with O'Leary Financial Planning by your side, you'll have the guidance and support you need to make informed decisions and navigate the twists and turns with confidence.

04

Transforming Challenges into Opportunities

We specialise in helping Galway's professionals, entrepreneurs, and families transform their financial challenges into opportunities for growth, security, and success. Our personalised approach ensures that your plan is tailored to your specific needs.

05

Empowering You to Take Control

We believe in empowering our clients to take control of their financial lives. Through education, guidance, and support, we help you develop the knowledge and confidence you need to make sound financial decisions.

06

Expertise You Can Trust

Our team of experienced financial planners brings a wealth of knowledge and expertise to every client relationship. We stay up-to-date with the latest industry trends and strategies to ensure that you receive the best possible advice.

07

Personalised Advice & Service

Every Step of the Way. We believe that every client deserves personalised attention and support. From our initial consultation to ongoing plan reviews, we're here to answer your questions, address your concerns, and celebrate your successes.

08

Proudly Galway-Based, Serving Clients Across Ireland

Deeply rooted in Galway, we're passionate about serving our local community's unique financial needs. However, our commitment extends well beyond Galway's borders. With innovative technology and modern advice methodology, we support clients across Ireland, providing personalised attention and strategic guidance. Whether in Dublin, Cork, Limerick, or anywhere in between, we're your trusted financial partner, helping you navigate your journey with clarity and confidence.

Ready to experience the difference of personalised, comprehensive financial planning?

Contact O'Leary Financial Planning today to schedule your complimentary consultation and take the first step towards your best financial life.Here's what sets us apart:

Our Team

At O'Leary Financial Planning, we are deeply committed to building long-lasting relationships based on trust, transparency, and exceptional service.

a1

We will always act in your best interests

Our primary focus is to ensure that every recommendation and decision we make is driven by your unique needs and goals. We maintain complete transparency and objectivity, providing unbiased advice that prioritises your financial well-being above all else. You can trust that our guidance is always aligned with your best interests.

a2

We will help you understand your needs, plan ahead, and become more financially secure

We take the time to thoroughly understand your current financial situation, future aspirations, and any concerns you may have. By gaining a deep understanding of your unique circumstances, we can help you identify your short-term and long-term financial needs. Our expert guidance will empower you to make informed decisions, plan ahead effectively, and build a solid foundation for financial security.

a2
a3

We will review any existing arrangements with you to ensure they continue to meet your needs

As your life evolves, so should your financial plan. We will regularly review your existing financial arrangements, such as investments, insurance policies, and retirement plans, to ensure they remain aligned with your changing needs and goals. If any adjustments are necessary, we will provide timely recommendations to optimise your financial strategy and keep you on track towards your objectives.

a4

We will recommend the most suitable solutions tailored to your specific requirements

We recognise that every client is unique, which is why we reject a one-size-fits-all approach to financial planning. Our team will draw upon their extensive knowledge and expertise to develop personalised recommendations that address your specific requirements. We will present you with a range of carefully selected options, explaining the benefits and risks associated with each, empowering you to make confident, well-informed decisions.

a4
a5

We will support you in your bid to achieve your financial objectives

Your success is our success. We are committed to providing ongoing support and guidance as you work towards achieving your financial objectives. Whether you're saving for a comfortable retirement, managing your wealth, or protecting your family's future, we will be by your side every step of the way. Our team is dedicated to helping you navigate challenges, seize opportunities, and celebrate milestones on your path to financial success.

We believe that by upholding these core values and delivering on our commitments, we can help you achieve the financial freedom and security you deserve.

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