Financial Advice in a Changed World.

At O’Sullivan Financial we recognise that at the moment most of our clients probably have a range of issues on their minds

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O’Sullivan Financial Solutions

O’Sullivan Financial Solutions is based in Deansgrange, County Dublin and is owned by Donal O’Sullivan QFA, who has over 30 years experience in financial advice, looking after clients with a down-to-Earth approach.

What We Do

At O’Sullivan Financial Solutions we aim to help you to achieve your Financial goals. We offer impartial and understandable advice and have agencies with Top Class Companies in Financial Planning:

Our Partners:

Aviva Life and Pensions/New Ireland Assurance/Irish Life/Royal London/Friends First/Zurich Life

Our Objectives:

To help you to protect those that you love.
To help you to protect your income.
To assist you in growing your nest egg.
To help you to have the retirement you deserve.
To make sure you achieve your financial goals.

Are you concerned about lack of growth of your Investments/ARF plans?

Donal from O’Sullivan Financial Solutions met client “JP” in 2011 with the following outcome……

Re-arranged his portfolio and achieved substantial growth in funds.
Did not expose JP to major risk.
We meet regularly for review and to give updates that JP can understand and relate to.
JP delighted with results.

Could you benefit from a fresh look at your investments?

Are you unclear about benefits/cost/value for money of insurance products?

Donal from O’Sullivan Financial Solutions met client “CC” in 2010 with the following outcomes……

Reviewed life and pension policies, made changes, simplified things.
CC saved money, improved benefits.
CC now knows what he has and, more importantly, why.
Donal meets CC every year to review cover.

Could you benefit from a review of products you have but don’t understand?

Are you protecting your business?

Donal from O’Sullivan Financial Solutions met “HR” (small company) Ltd in 2009 and achieved these outcomes……

Ensured HR Ltd ownership is secure in the event of death of a partner.
Protected HR Ltd in event of illness of key staff members.
Reviewed Pension Plan which was not performing.
Set up regular review process (twice yearly).
Client clear about existing plans and future goals.

Could your business benefit from a O’Sullivan Financial Solutions Review?

Do you need Mortgage Protection Cover in a hurry?

Donal from O’Sullivan Financial Solutions met very stressed client “EV” in early 2012 with the following results……

Arranged competitive mortgage protection policy, despite some medical issues for EV.
Policy delivered to bank in time for loan closure.
EV happily in new home.
Donal reviewing additional cover as EV expecting first baby soon.

Do you need cover for your new home….in a hurry?

What our clients say about us:

I am grateful to Donal for all his professionalism, help and support and would recommend his services time and time agai

Katrina

Self Employed & Full Time Mum

Donal’s honesty and integrity are beyond reproach. I would have no hesitation in recommending him and have done so on several occasions.

LS Solicitors

Managing Director

I fully trust that Donal has had my best interests at heart when dealing with my financial goals over the years.

John

Golf Professional

Need Financial Advice?

Call Donal at 087 261 7495 or email us at info@osullivanfinancial.ie

Remuneration

The Remuneration Arrangements O’Sullivan Financial has with its various product providers.

Please note that we do not offer Mortgage or General Insurance Advice or receive any commission in relation to these products