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We create
financial futures.
At O'Leary Financial Planning,
we understand that navigating the complexities of personal finance can be overwhelming.
That's why we specialise in helping professionals, business owners, and people moving towards retirement take control of their finances, grow their wealth, and secure a fulfilling future.
Our tailored financial planning advice is designed to remove financial stress from your life and ensure that you're using your money to its full potential.
Defining Financial Independence on Your Terms
We understand that financial independence and freedom mean different things to different people.
For some, it's retiring early to live a relaxed lifestyle, provide a comfortable lifestyle for family or pursue passion projects. For others, it's having the security to weather unexpected events, or the freedom to make the ‘choice’ to work based on fulfillment - rather than necessity.
To us, ultimate financial freedom is about having the power to make life decisions on YOUR OWN TERMS, without financial constraints. It's achieving a level of certainty that allows you to live life to the fullest, however you define it.
We're committed to helping our clients in Galway and beyond achieve their unique vision of financial independence through personalised planning and expert guidance.
What do you WANT financially…?
Hover over the demographic that best suits you and discover how we can help you achieve your
financial aspirations and enjoy the peace of mind that comes with a secure future.
01
Young Starters &
Growing Families
I want a strong financial foundation…
02
Financially Focused &
Wealth Accumulators
I want to optimise my finances…
03
Career Professionals &
Business Builders
I want to be in control of my finances…
04
Autonomous Over 50's &
Independent Empty Nesters
I want to embrace my financial independence…
05
Retirement Ready &
Transition Planners
I want to set up a comfortable retirement…
06
Legacy Builders &
Wealth Preservers
I want to protect and preserve my wealth…
Our Commitment to YOU
At O'Leary Financial Planning, we're committed to being a trusted partner on your
unique financial journey. Our success is measured by the impact we make in your life.
We're here to provide personalised guidance, strategic insights, and unwavering support to help you achieve
your financial goals and live the life you envision. Our commitment is the foundation of everything we do.
01
Acting in your best interests
Our advice is always driven by your unique needs and goals, ensuring that your financial well-being comes first.
02
Helping you plan for financial security
We'll work with you to identify your short-term and long-term financial needs, empowering you to make
informed decisions and build a solid foundation for the future.
Helping you plan for financial security
We'll work with you to identify your short-term and long-term financial needs, empowering you to make informed decisions and build a solid foundation for the future.
03
Regularly reviewing your arrangements
As your life evolves, we'll ensure your financial plan stays aligned with your changing needs and goals,
making adjustments when necessary.
Regularly reviewing your arrangements
As your life evolves, we'll ensure your financial plan stays aligned with your changing needs and goals, making adjustments when necessary.
04
Tailoring solutions to your requirements
Our personalised recommendations will address your specific needs, presenting you with carefully
selected options to help you make confident decisions.
Tailoring solutions to your requirements
Our personalised recommendations will address your specific needs, presenting you with carefully selected options to help you make confident decisions.
05
Supporting you in achieving your objectives
We're dedicated to providing ongoing guidance and support as you navigate challenges, seize opportunities,
and work towards your financial goals.
Supporting you in achieving your objectives
We're dedicated to providing ongoing guidance and support as you navigate challenges, seize opportunities, and work towards your financial goals.
We're committed to building trust, maintaining transparency, and delivering
exceptional service to help you achieve financial freedom and security.
Areas of Advice We Specialise In
Navigating the complexities of investment and retirement in Ireland poses a unique set
of challenges - challenges that OLFP are uniquely equipped to manage:
Pension Strategies
Tailoring your pension plan to support your lifestyle amidst the rising costs of living.
Income Stream Structuring
Ensuring a consistent income flow to support your retirement years.
Longevity Planning
Preparing for a longer life and the financial implications that come with it.
Investment Resilience
Mitigating market risks
to protect and grow your
nest egg.
Inflation Protection
Safeguarding your purchasing power against the silent threat of inflation.
Regulatory Guidance
Keeping you ahead of legislative changes that impact your retirement plans.
Tax Efficiency
Maximising your after-tax retirement income.
Estate Legacy
Aligning your estate plans with your final wishes.
Lifestyle Preservation
Helping you maintain your desired standard of living throughout retirement.
OLFP is very much a community based advice firm.
Serving clients all throughout Ireland. We take the time to understand you and your personal situation because we know that.
We're in the business of realising your lifestyle and retirement dreams.
What Our Clients Say
Mary & her team are always so helpful and courteous, and their knowledge if the industry is excellent. They explained everything clearly and in great detail so that I was left in no doubt as to what my investment choices were. I have no hesitation recommending O’Leary Financial Planning
- Ann Loughnane, Loughnane Meats
Cleona has been my financial planner for over 10 years, expertly guiding me through mortgage, insurance, and retirement planning. She also set up a fund for my children's education, offering clear investment options and risk assessments. Her expertise and thorough service are highly recommended.
- Bernard McGuirk, BBS, ACMA
Finance Director, Gowen & Bradshaw Ltd
Cleona Kinahan at OLFP has been crucial in organizing my finances over 16 years, offering personalized advice on protection and investments. Her guidance has significantly improved my financial security and trust in my pension planning.
- John Bruzzi
Before working with Cleona, I was unsure about my pension's performance and retirement sufficiency. She created a clear plan, which we review annually, leading to increased contributions and tax savings. I now feel confident about my retirement and regret not starting sooner.
- Glenn Cahill
Mary at O’Leary Financial Planning has been invaluable in guiding my pension strategy with her clear, step-by-step approach and regular reviews. Her expertise has greatly assisted in my retirement planning. I highly recommend her for her outstanding knowledge and guidance.
Enda Mcdonnell
- Lynx transport
Cleona has given me clear pension advice and guidance over a number of years. She has worked through a retirement plan with me to maximise my pension investments while reducing my tax liability. This has given me peace of mind to know that l will have enough in the pot to see me through.
- Martin Maloney
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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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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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