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About O'Leary Financial Planning
As one of Ireland's premier authorities on wealth management, insurance structuring and retirement pension strategies, OLFP O'Leary Financial Planning is dedicated to maximising your lifestyle and retirement income.
Shaped by a commitment to collaborative success,
we champion strategic wealth creation and retirement planning, and specialise in maximising pensions, retirement outcomes and lifetime income stream strategies.
Our foundation is built on mutual trust and a dedication to YOUR
best interests.
We've built our reputation on integrity, advocacy, and a deep-seated commitment to improving your life through strategic investment and retirement planning.
We see ourselves as more than financial advisors; we're your partners in building a secure financial future.
Work with us and take the first step towards securing a financial future where your aspirations are not just met - they're exceeded.
Our Advisors
With over 40+ years of combined experience in the financial services sector, our team has the knowledge and expertise to help you navigate even the most complex financial situations.
We pride ourselves on building long-lasting relationships with our clients,
earning their trust as we guide them towards financial success.
Cleona Kinahan
M.Sc CFP® QFA FLIA Managing Director
Meet Cleona, the driving force behind O'Leary Financial Planning.
Cleona's diverse background and extensive expertise make her an exceptional leader at O'Leary Financial Planning. With a master's degree from UCD and a Certified Financial Planner (CFP®) qualification, she embodies excellence in financial advice. Her Fellowship in the Life Insurance Association (FLIA) and 15+ years as an exam corrector for LIA Ireland further demonstrate her commitment to the field.
With over two decades in finance, Cleona provides comprehensive advice to families, individuals and clients, specialising in strategic pension and retirement planning, wealth management, and comprehensive business protection. She also excels at navigating inheritance tax complexities, safeguarding her clients' legacies.
Cleona's personable approach balances future planning with present enjoyment. She helps clients achieve financial security while living life fully.
Choosing Cleona means receiving bespoke services tailored to your needs, providing clarity and confidence for sound financial decisions.
Mary Burke
BA (Hons), QFA RPA Director
Introducing Mary, the visionary co-founder who laid the foundation for O'Leary Financial Planning's success.
Mary's extensive experience and deep-rooted passion for helping clients achieve their financial goals form the cornerstone of O'Leary Financial Planning's ethos.
With over two decades in the financial services sector, Mary's journey began when she co-founded O'Leary Insurances Life & Pensions (Galway) Ltd., which has since evolved into the thriving O'Leary Financial Planning we know today.
A proud Galway native and graduate of GMIT and UCD, Mary combines her intimate understanding of the local community with her expertise as a Qualified Financial Advisor and Retirement Planning Advisor. This unique blend allows her to craft tailored solutions that truly resonate with clients' needs and aspirations.
Mary specialises in protecting assets from inheritance tax, building wealth for comfortable retirements, creating tax-efficient investment strategies, and safeguarding families against life's unexpected challenges. Her warm personality and genuine care for clients' well-being ensure a smooth, hassle-free experience underpinned by outstanding customer service.
Mary's commitment to personalised service and comprehensive approach to financial planning make her an invaluable asset to the team and a trusted partner in her clients' financial journeys.
Caroline Hartigan
BFS CFP® QFA
Meet Caroline, the seasoned strategist who brings a wealth of financial expertise to the firm.
Caroline has over 29 years of experience in the banking and financial services world. She is definitely a ‘seasoned professional’.
As a Certified Financial Planner(CFP®), she guides her clients through the ins and outs of financial planning. She's all about making sure you have the best experience possible and pays particular attention to the ‘little details’, so you can trust she's got your back every step of the way.
Caroline's expertise allows her to advise on all areas of financial planning, including retirement planning, savings and investment structures and family or business protection. She is skilled in conducting in-depth reviews of her clients’ financial circumstances, assessing their risk appetite, and creating personalised financial plans to help achieve their objectives. She's a Chartered Banker, LIB status holder, a member of the Institute of Bankers and CFP® certified.
Partnering with Caroline for the long term will help you learn and grow in financial confidence as you work towards your version of financial freedom.
Team OLFP
Our team of dedicated professionals form the backbone of our commitment to
excellence in financial services.
Beyond our leadership, we have assembled a diverse group of experts, each bringing unique skills and perspectives to serve our clients' varied needs. Our team includes seasoned financial advisors with decades of combined experience in areas such as retirement planning, investment management, and tax optimisation. Their in-depth knowledge of the Irish financial landscape allows them to provide nuanced, tailored advice to clients across all demographics.
Supporting our advisors is a group of skilled paraplanners and research analysts. These professionals work tirelessly behind the scenes, conducting thorough market research, preparing detailed financial reports, and ensuring that our advice is always backed by solid data and up-to-date information.
Supporting our advisors is a group of skilled paraplanners and research analysts. These professionals work tirelessly behind the scenes, conducting thorough market research, preparing detailed financial reports, and ensuring that our advice is always backed by solid data and up-to-date information.
Our client service team are the friendly faces (and voices) that our clients often interact with first. Known for their patience, empathy, and deep understanding of our advice and services, they ensure that every client inquiry is handled promptly and professionally.
Our client service team are the friendly faces (and voices) that our clients often interact with first. Known for their patience, empathy, and deep understanding of our advice and services, they ensure that every client inquiry is handled promptly and professionally.
We also have a dedicated compliance regime which keeps us abreast of regulatory changes, ensuring that our advice and practices always adhere to the highest ethical and legal standards.
We also have a dedicated compliance regime which keeps us abreast of regulatory changes, ensuring that our advice and practices always adhere to the highest ethical and legal standards.
Together, this well-rounded team embodies our commitment to providing comprehensive, personalised financial planning services. Their collective expertise, combined with a shared passion for improving our clients' financial well-being, makes O'Leary Financial Planning a trusted partner in navigating life's financial journey.
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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.
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