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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.
Retirement Ready &
Transition Planners:
At OLFP, we understand that as someone who is retirement-ready or planning your transition into retirement, you're on the cusp of a monumental shift in your life.
As you approach the end of your working life or professional career, and prepare to embark on your well-deserved retirement, we're here to help you navigate the financial complexities and emotional challenges that come with this significant transition.
You'll know this is you if you're in your late 50s or early 60s, towards the peak of your career, and ready to start planning for your retirement. You've worked hard to build a successful career and accumulate wealth, but you’re now ready to enjoy the retirement lifestyle you’ve worked so hard to achieve and it's time to ensure that your financial plan supports the lifestyle.
This is what you’ve envisioned for years now, and it’s finally within sight.
You may be focused on maximising your retirement income, optimising your investment portfolio and pension fund, or ensuring that you have a solid plan in place to manage your healthcare costs and potential long-term care needs.
Common challenges and concerns:
Ensuring you have sufficient retirement income to support your desired lifestyle
Optimising your investment portfolio to balance growth and stability in retirement
Navigating the complexities of pension drawdown and tax planning to maximise your income
Safeguard your retirement income and protect your loved ones with appropriate risk protection strategies
Managing healthcare costs and potential long-term care needs in retirement
Adapting to the emotional and psychological challenges of transitioning from work life to retirement
Balancing your desire to enjoy your retirement with the need to make your savings last
How we help people in that situation:
Our experienced team at O'Leary Financial Planning will work closely with you to develop a comprehensive retirement plan that empowers you to transition into this new phase of life with confidence and peace of mind.
We'll help you:
Assess your current financial situation and develop a clear roadmap to achieve your retirement goals
Create a retirement income strategy that maximises your pension benefits and other sources of income
Optimise your investment portfolio to ensure a balance of growth and stability in retirement
Implement effective tax planning strategies including Gifting and Inheritance Tax planning to minimise liabilities and maximise your retirement income
Plan for healthcare costs and potential long-term care needs to protect your wealth and well-being
Provide guidance and support as you navigate the emotional and psychological challenges of transitioning to retirement
You're on the brink of an exciting new chapter in your life, filled with opportunities to pursue your passions and enjoy the fruits of your labour. You need to make sure that you will have the financial means to
support it!
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 your
retirement years.
With our support and strategic planning, you can confidently transition into retirement, knowing that your financial future is secure, and your dreams are within reach.
Let us help you align your retirement planning with your personal aspirations, so you can embrace this new phase of life with enthusiasm and peace of mind.
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