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Who we HELP and what Problems we Solve…?
"Tailored Financial Solutions for Your Unique Journey"
As one of Ireland's premier authorities on wealth management, insurance structuring and retirement pension strategies, O'Leary Financial Planning is dedicated to maximising your lifestyle and retirement income.
Career Professionals &
Business Builders
At OLFP, we understand that as a career professional or business builder, your financial needs and aspirations are as unique as your career path.
Whether you're climbing the corporate ladder or building your own empire, we're here to help you navigate the financial complexities that come with your success.
You'll know this is you if you're a driven professional, business owner or ambitious entrepreneur, focused on making your mark in your industry while creating a solid financial foundation for your future.
You may be grappling with the challenges of managing your cash flow, investing in your business, or ensuring your personal finances are in order as you pursue your professional goals.
Common challenges and concerns:
Balancing the demands of your career or business with your personal financial planning
Managing cash flow and budgeting effectively to support your professional growth
Investing in your business while still saving for your longer term financial goals
Navigating the tax implications of your career or business decisions
Ensure your income and assets are protected providing financial stability with comprehensive risk protection insurance
Planning for the years ahead and other major life milestones while focusing on your career or business
How we help people in that situation:
Our experienced team at OLFP will work closely with you to develop a comprehensive financial plan that supports your professional ambitions and personal financial well-being.
We'll help you:
Create a budget and cash flow management system that aligns with your career or business needs
Identify the most effective investment strategies to grow your wealth while supporting your professional goals
Optimise your tax planning to minimise liabilities and maximise your financial gains
Implement effective tax planning strategies including Gifting and Inheritance Tax planning to minimise liabilities and maximise retirement income and capital
Pass assets down to the next generation tax effectively,, without compromising your career or business growth
Make informed financial decisions that support your professional success and personal prosperity
As a career professional or business builder, you've worked hard to achieve your success so far, and your financial planning should reflect your unique needs and aspirations.
At OLFP, we're dedicated to being your trusted financial partner, providing you with the expert guidance and personalised solutions you need to thrive both professionally and personally.
With our support and strategic planning, you can confidently pursue your career or business goals while building a strong financial foundation for your future.
Let us help you align your professional success with your personal financial prosperity, so you can enjoy the rewards of your hard work and dedication for years to come.
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The Financial Freedom Roadmap
Learn the 9 simple steps for taking control of your financial situation, maximising every cent of your hard-earned income and getting yourself ahead financially.
These are our key steps to putting you on a clear path to better financial results with proven strategies to make every Euro count
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