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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.
Autonomous Over 50's &
Independent Empty Nesters:
At OLFP, we recognise that as an autonomous over 50 or independent empty nester, you're entering a new and exciting chapter in your life.
With your children grown and your career reaching its peak, now is the time to focus on your own financial independence and long-term security.
We're here to help you navigate this crucial stage, ensuring that you have the financial freedom to pursue your passions, support your loved ones, and enjoy the lifestyle you've worked so hard to achieve.
You'll know this is you if you're in your late 40s to early 60s, with a successful career or business, and you're ready to take control of your financial future as you look ahead to retirement.
You may be focused on maximising your pension contributions, managing your investments, or ensuring that you have a solid plan in place to support your desired lifestyle in the years to come.
Common challenges and concerns:
Ensuring you have sufficient retirement savings to maintain your desired lifestyle
Maximising your pension contributions and optimising your investment portfolio
Navigating the complexities of tax planning to minimise liabilities and preserve your wealth
Managing the financial implications of your children leaving home (including potential financial assistance…) or supporting ageing parents
Protect your financial independence and preserve your wealth with a tailored risk protection plan
Solidify your assets and legacy for future generations
Balancing your financial responsibilities with your desire to enjoy your newfound freedom and pursue your passions
How we help people in that situation:
Our knowledgeable team at OLFP will work closely with you to develop a comprehensive financial plan that empowers you to enjoy your autonomy and independence with confidence and peace of mind.
We'll help you:
Assess your current financial situation and develop a clear roadmap to reach your retirement goals
Optimise your pension contributions and investment strategies to maximise your wealth
Implement effective tax planning strategies to minimise liabilities and preserve your hard-earned assets
Navigate the financial implications of your changing family dynamics and responsibilities
Protect your financial independence and preserve your wealth with tailored risk protection coverage
Create a robust estate plan to protect your legacy and ensure a smooth transfer of wealth to future generations
Strike the right balance between enjoying financial autonomy and securing your financial future
As an autonomous over 50 or independent empty nester, you've entered a new phase of life filled with exciting possibilities and financial opportunities.
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 make the most of this incredible chapter.
With our support and strategic planning, you can confidently embrace your autonomy and independence, knowing that your financial future is secure.
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