Use our free, easy-to-use Insurance Made Simple quoting service
Welcome to O'Leary Financial Planning's Knowledge Hub
At O'Leary Financial Planning, we believe that informed clients make better financial decisions.
That's why we've created this collection of free guides, eBooks and regular informative blogs, designed to demystify complex financial topics and empower you on your journey to financial freedom.
Browse our selection below and download the guides that interest you – your path to greater financial confidence starts here.
Guides & eBooks
Here, our expert advisors share their experience through comprehensive guides, case studies, and analysis, helping you navigate the financial landscape.
The Financial
Freedom Roadmap
Download The Financial Freedom Roadmap to learn 9 simple steps for taking control of your finances, maximizing your income, and getting ahead financially. This guide is designed for professionals and business owners to simplify finances, grow wealth, and protect what’s theirs.
The Retire with
More guide
The Retire with More guide outlines 3 key steps to eliminate confusion about retirement options and helps you find the best path to financial security. If you want to stop worrying about money as retirement approaches, this guide will show you how.
How to Turn Your Finances Around in Under 90 Days
To create clarity, certainty, and confidence in your financial future with a strategic, well-planned approach, it's time to take action. Implement the 8 steps from How to Turn Your Finances Around in Under 90 Days to transform the way you structure your financial future.
Retirement Freedom
Gap Analyser
The Retirement Freedom Gap Analyser shows how your desired retirement freedom compares to your financial trajectory, identifying any gaps. You can adjust inputs in real-time and see where you stand through simple illustrations. Use it to take steps to bridge gaps or confirm you're
on track.
Financial Freedom Roadmap.
Download the Financial Freedom Roadmap, a concise guide outlining the 3 foundations and 9 core pillars for making every Euro you earn count. It helps reduce financial stress and uncertainty you might be feeling. This guide is particularly helpful if you're working to create the comfortable lifestyle you and your
family desire.
Ensure Sufficient
Income guide
A well-planned pension offers more than financial security; it provides the freedom to look forward to a life of possibilities in retirement. Download the Ensure Sufficient Income guide to learn how to maximize your retirement opportunities and make smarter financial decisions.
Ready to experience the difference of personalised, comprehensive financial planning?
Contact O'Leary Financial Planning today to schedule your complimentary consultation and take the first step
towards your best financial life.Here's what sets us apart:
Blogs & Resources
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.
10 Reasons to Jump Start Your Financial Future…
GET FINANCIALLY FIT for 2024!!! It’s time to improve your overall financial knowledge Get clear on your options. Taking […]
Read More
5 financial reasons to say “I do”…
“You don’t marry someone you can live with… You marry someone you can’t live without” – unknown Ok so […]
Read More
Where to begin when making a Will
Making a Will Taking the time to draw up a plan for your estate can prove to be one of […]
Read More
Maximizing Returns: The Benefits of Corporate Savings for Business Owners & the 25% Tax Option
In the dynamic landscape of business ownership, planning for the future is essential. One often-overlooked aspect of financial planning for […]
Read More
New – Company Owners avoid the 20% surcharge on your reserves
Irish companies which are “close” companies are liable to pay a 20% surcharge each year on any investment income (or deposit income) […]
Read More
10 Things about Money You Weren’t Taught at School…
By Cleona Kinahan M.Sc CFP® QFA FLIA “Schools teach you how to work for money, but don’t teach how to […]
Read More
Quick Access