#becauselifehappens

Personal Savings & Investing

Bespoke Solutions

 

Investing for growth.

Make your savings work harder for you.

We offer easy to set up savings plans with no early exit penalties.

When considering your needs, think of bank and credit union savings accounts for short term savings where access is required regularly.

We can help you invest your long term savings without excessive fees or hassle.

 
 
Calculate growth on your Lump Sum Investments. Make better investment decisions - O'Leary Life

Lump Sum Investments

have a lump sum on deposit?

  • Choice -  A wide range of investment funds to suit your needs.

  • Flexibility - You can switch funds at any time.

  • Open Ended - No set term, keep invested until you require the funds

Compare Regular Monthly Savings and see how you can make a more informed decision - O'Leary Life

Regular Monthly Savings

personal savings

  • Flexibility - You decide how much you want to save, starting at just €250 per month.

  • Growth Potential - A wide range of funds offering opportunity for growth.

  • Easy Access - No exit penalties apply, offering access to your funds in full or partial encashment as required.


 
 
 
 
 

Sustainability Factors

Sustainable Finance Disclosure Regulation (‘SFDR’) This EU Regulation is effective 10 March 2021. As the area of the SFDR is new and evolving without sufficient information being currently available, we do not currently assess in detail the adverse impact of investment decisions on suitability when providing investment or insurance advice. The key product providers with which we engage have developed responsible investment as part of their investment philosophies and sustainability policies. However, detailed information on specific fund recommendations we recommend is not always available. As further information on the approach being taken by product providers, and their internal/external fund managers, becomes available over the course of the next year, we anticipate reviewing these areas in our assessments.