1/ Clarity of your current financial position, eg what is your current net worth eg value of your assets versus your liabilities
2/ Understanding of your financial goals, eg maybe your goal is to clear your mortgage early , build up your savings to pay for children’s educational costs , build up your pension, review your life cover.
3/ Implementation of a financial plan tailored to your specific goals and needs.
What we do for you
1/ Arrange one to one meeting with you, at no cost to you , to get as much information re your current financial position eg current level of earning , mortgages , loans , savings pensions. We then have a discussion about what your goals are.
2/ We then prepare a financial report for you which provides you with details of your net worth and outline your financial goals and our recommendations to help you achieve these goals.
3/ Ongoing reviews, we can include a service agreement whereby we agree to a number of review meeting each to monitor the progress of your own financial plan.
Colm Kelly - Financial Planning & Advice
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Innovative Pension Advice
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How Can We Help You?
At Cregan Kelly O'Brien, we understand that you face a wide range of financial challenges - running your business effectively, growing your wealth, protecting your family and managing your insurance needs. Our role is to help you make sense of these.
Cregan Kelly O'Brien provides expert financial, tax and insurance advice and solutions to business owners and private individuals in the following areas: Financial Planning, Future Cash Flow Planning, Wealth Management and Retirement Planning, Wealth transfer, Risk identification, Risk Management, Protection & Insurance, Cost Effective insurance solutions.
Cregan Kelly O'Brien provides insurance broking services, and pension schemes for businesses, business owners, and professionals.
Cregan Accountants are a leading firm of Certified Public Accountants and Business Advisors, based in Fingal, Co. Dublin. In addition to the traditional services that you expect from an accountant, we also provide a range of financial and management services specifically designed to make your business more successful, more valuable and more enjoyable to run. Unlike other accountants in Dublin, we offer fixed fees so you can keep track of costs, so get in touch today.
By combining expertise in financial planning, insurance, accounting, and taxation, we can address important financial and insurance challenges of our clients.
- 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
Commercial Insurance Broking
Planning for your desired lifestyle in retirement is a significant challenge facing business owners and professionals today. You want to maximise the tax advantages and also your retirement benefits, all in a risk controlled manner. At Cregan Kelly O’Brien Financial Planning, this is what we do. More About Pensions