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

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