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Say Hello to O’Leary

O’Leary Financial Management Ltd. is in the business to help families secure their financial futures. Look to us for affordable life insurance that provides financial protection for the people you care about most.

We provide financial advice to clients in respect of their family’s protection, retirement planning, savings, investments and mortgages. We service private individuals for individual needs, self -employed persons and large corporate businesses. Read more

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We will be more than happy to help you with any queries you may have.
Please call us or complete the enquiry form on our website.

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Life Insurance

Life Insurance is a form of insurance that pays a lump sum to your family if you die, provided of course that you have taken out a life policy.
They can use this lump sum to pay off bills or the mortgage… read more

Pensions

It’s never too early to start saving for your retirement. Simply put a Pension is a long term Tax efficient Savings Plan. Did you ever think what you want to do when retired? Do you want to be dependant on someone else? Do you want to enjoy your life when you will have time for it? … read more

Mortgages

Whether you are a first home buyer, upgrading to your next home, wish to switch your home loan, getting into property investment or want to switch to a lower interest rate, we will guide you from the start… read more

Investments / Savings

Most of us think of saving regularly for a new car, an overseas trip or children’s education or maybe have a lump sum to invest. It’s important to make sure that your money is in the best place and… read more