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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.
Legacy Builders &
Wealth Preservers:
At O'Leary Financial Planning, we recognise that as a legacy builder and wealth preserver, your primary focus is on ensuring that your hard-earned wealth is protected, preserved, and passed on to future generations. With decades of financial success behind you, now is the time to focus on crafting a lasting legacy that reflects your values and supports your loved ones for years to come.
We're here to help you navigate the complex landscape of estate planning, tax-effective wealth preservation, and intergenerational wealth transfer, ensuring that your financial legacy is secure, and your wishes are fulfilled.
You'll know this is you if you're in your late 60s, 70s or beyond, with a successful career or business behind you, and you're ready to focus on preserving your wealth and building a lasting legacy for your family.
You may be concerned about maintaining your capital, accessing government assistance and healthcare benefits, planning for potential aged care needs, or ensuring a smooth and tax-effective transfer of wealth to your beneficiaries.
Common challenges and concerns:
Preserving your wealth and maintaining your capital in retirement
Ensuring a stable, tax-effective income stream to support your lifestyle
Navigating the complexities of government assistance programs and healthcare benefits
Developing a comprehensive estate plan that reflects your wishes and minimises tax liabilities
Discussing estate planning strategies like gifting and inheritance tax.
Facilitating a smooth and tax-effective intergenerational wealth transfer to your beneficiaries
How we help people in that situation:
Our knowledgeable team at O'Leary Financial Planning will work closely with you to develop a comprehensive wealth preservation and legacy planning strategy that aligns with your unique needs and aspirations.
We'll help you:
Implement strategies to preserve your wealth and maintain your capital in retirement
Optimise your income streams to ensure a stable, tax-effective cash flow
Navigate the complexities of government assistance programs and healthcare benefits to maximise your entitlements
Plan for potential aged care needs and develop a strategy to manage associated costs
Ensure the smooth transfer of your wealth to future generations with strategic risk protection insurance, including life, estate tax, and long-term care coverage.
Craft a comprehensive estate plan that reflects your wishes, minimises tax liabilities, and ensures a smooth transfer of wealth to your beneficiaries
Facilitate effective intergenerational wealth transfer and provide ongoing support to your beneficiaries
As a legacy builder and wealth preserver, you've spent a lifetime creating a financial legacy that reflects your values and supports your loved ones.
At O'Leary Financial Planning, we're committed to being your trusted financial partner, providing you with the expert guidance and personalised solutions you need to protect your wealth, build your legacy, and ensure a lasting impact for generations to come.
With our support and strategic planning, you can confidently navigate the complexities of wealth preservation and legacy building, knowing that your financial legacy is secure, and your wishes will be fulfilled.
Let us help you craft a lasting financial legacy that reflects your values, supports your loved ones, and ensures that your wealth continues to make a positive impact for generations to come.
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