Investments/Savings

Most of us are thinking 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 correct funds and based on your risk attitude. O'Leary Financial Management financial advisers will analyze your needs, prioritize them, determine your risk profile and check which is suitable to your risk profile.

Your Investment Portfolio will be tailored to your risk profile and you don’t have to worry about switching your fund, if your attitude to risk doesn’t change.

The funds invest in a wide-range of assets, including cash, shares and bonds.

The funds are available across our pension, investment and savings plans.


Warning: If you invest in this fund you may lose some or all of the money you invest.

Warning: The value of your investment may go down as well as up.

Warning: This fund may be affected by changes in the currency rates.