05-Dec-13

Client Approach

Financial Advice Process

At Cregan Kelly O'Brien, we want to remove any concerns you may have in relation to your financial affairs and insurances and help you to make the best choices to suit your circumstances. We believe that to do this, you need clarity of your financial situation and a plan.

We developed the unique OnTrack process to help you gain financial clarity. We start by listening to you. Before we can advise you, we need to get a full understanding of your current situation and also your objectives. Once we complete this, we then develop a plan, which pulls all of this information together and identifies any gaps in your current progress towards your objectives. We then recommend solutions to you and when these are agreed, we help you to put them in place.

We firmly believe that by taking this structured approach across all areas of your insurances and financial affairs, that you should expect better outcomes. This is where our expertise in financial planning, insurance, tax and accounting stand us in good stead – it enables us to help you to manage all areas of your finances in a co-ordinated manner.

After all, how can you plan your retirement properly without input from both your financial planner and your accountant? Equally, how can you identify your financial risk exposures and how best to manage them without your insurance broker, financial planner and indeed your accountant in the room? At Cregan Kelly O'Brien, we bring all these skills to bear as we deliver our OnTrack process.

About Cregan Kelly O'Brien

 

In 2007 Maurice Cregan and Colm Kelly established CK Financial Services to provide independent financial planning and advice to business owners and individuals. Tommy O'Brien, a General Insurance expert, then joined them in 2010, enabling them to meet the full financial needs of their clients. The group has since been renamed Cregan Kelly O'Brien.

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