Maintaining your Lifestyle. Protecting your future.

Mary has been managing our Executive and Employee Pensions for a number of years. This allows us to concentrate on growing our business in the confidence that our financial needs are being professionally managed by O’Leary Financial Planning.

I met with Cleona for financial planning advice after a friend recommended her and I’m so happy I did. I’ve now set up a workable financial plan that meets my needs and is reviewed every year giving me complete control over my finances.

It’s great to have someone in your corner who listens to you and actually focuses on what you need to achieve financial peace of mind, not on selling you a product they think you need.

I cannot express enough gratitude to Cleona Kinahan at OLFP for sorting out my financial life and giving me much peace of mind when it comes to financial planning and security.

I first met Cleona over 16 years ago with very little idea about how best to structure my savings and financial planning.  I found it very easy to relate to her on a personal level as she immediately understood the priorities that I had as a newly-married man in a new job.  She was able to advise me on a very suitable illness protection scheme, life assurance, and various savings and investment plans that matched my needs and risk levels.

As a result of these, I feel very secure in my pension planning and my reduced exposure to financial risk against myself and my family.

Throughout this time, Cleona has proven to be an indispensable source of advice and someone in whom I can place the utmost trust.