At Cregan Kelly O'Brien, we know how important it is for you to get the right financial solutions in place. To achieve this, we follow our OnTrack process. Following this rigorous financial planning approach enables us to help you get on the right path to financial security. This process helps us identify your goals and then put the right solutions in place to help you achieve them;
- Grow your wealth with investment, savings and deposit products.
- Achieve financial independence in retirement through effective tax planning, pension planning and post-retirement wealth management.
- Achieve financial security for your family by protecting them against the financial consequences of death, loss of income due to ill-health or the onset of a serious illness.
- Protect your business against the financial effects of the death or serious illness of a key person in the business.
We offer an initial review meeting, for which we cover the cost without any obligation for you. This way, you can see if you are comfortable working with us before deciding to engage our services. All our recommendations and also our charges will be confirmed in writing before you decide to continue with us. Because we believe the peace of mind benefits that we can deliver are very important too! We deliver peace of mind in relation to your financial affairs through our open and collaborative approach. Working with Cregan Kelly O’Brien will give you;
- Clarity: Understanding your current financial situation and proposed solutions
- Know the risks: Having a plan that is in line with your attitude to taking risk.
- A plan: Knowing you have your finances OnTrack helps you to sleep at night.
- Ongoing support: Further questions will always arise. We’re here to help.