26-Nov-13

The Cregan Kelly O'Brien Difference

Collaboration sits at the heart of our offering. Taking an overall view of your financial situation and challenges enables us to help you make better choices.

We bring our expertise in insurance, financial planning and accounting together to enable us to work with you to address all of your insurance and financial challenges. As a result of taking this broader look at your affairs, we can ensure that all the solutions that we put in place fit together, maximising the benefits to you and ensuring that costs are kept as low as possible.

The diagram below shows how as a result of working together, we can address important financial and insurance challenges of our clients.

CKOB Collaboration

  • Financial Planning
  • Future Cash Flow Planning
  • Tax Planning
  • Wealth Management & Retirement Planning
  • Wealth Transfer
  • Business Insurance Risk Management
  • Family Protection & Personal Insurances
  • Find Best Market Options Available
  • 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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