Innovative Savings & Investments

We are currently recommending the three investment funds below, but there are many other options available if these do not meet your investment criteria.

Biogas Invetment Fund

Biogas Investment Fund 21

  • 24% Return after 3 years;
  • Minimum Investment &euro20,000;
  • Ethical Investment;
  • Government Backed Revenue;
  • Construction & Performance Warranties;
  • Investment valuation performed by EY;
  • Capital Repaid at end of Term;
  • Asset Backed Investment;
  • Non-Geared Investment.
  • Past Performance is not a reliable guide to future returns

Commercial Property Fund

  • Minimum investment €10,000;
  • No maximum investment limit;
  • No exit fees on first €100,000 invested;
  • Property rental yield 5.32%;
  • 11.18% growth in 2016;
  • Average lease term 8 years 4 months;
  • Average Return 7.5% per annum since 1984;
  • Most of the property portfolio is in Dublin;
  • Strong retail orientation.

Zurich Easy Access Bond

  • Min investment €5000 Max €150,000;
  • Tax Free investment Growth for up to 8 years;
  • Access to any part of your savings - no penalties;
  • Excellent investment performance of 5 Multi Asset funds in 2016;
  • Prisma 2 1.6%
  • Prisma 3 4.1%
  • Prisma 4 8.5%
  • Prisma 5 11.3%
  • Prisma 6 9.8%
  • On line access to check the value of your investment;

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The best place for your savings, is probably not  a bank savings deposit account where the best fixed 1 year term rate is 1.15%. Cregan Kelly O'Brien can provide innovative solutions, some of which provide instant access to your funds with no penalties, and options with  returns of up to 24%++. We have  also have an extensive range of other investment options to suit your own risk appetite.

Why Choose Cregan Kelly O'Brien

Leaders in Financial Advice, Pensions, Commercial Insurance & Insurance Broking

Independent

Cregan Kelly O'Brien are independent, and can provide the best products in the market not just those from one insurer.

Experience

With over 20 years experience in the financial services, and insurance broking business, Cregan Kelly O'Brien have the experience to provide solutions to a wide range of simple and complex needs.

Regulated

Cregan Kelly O'Brien are regulated by the Central Bank of Ireland.
Cregan Kelly O'Brien

Financial Clarity

We developed our OnTrack process to help you achieve financial clarity, gain a full understanding of your needs, and put a plan in place to meet your objectives.

Financial Services, Insurances, & Accounting

Cregan Kelly O'Brien employ financial advisers, insurance brokers, and accountants, enabling us to help you to manage all areas of your finances in a co-ordinated manner.

Innovative

Cregan Kelly O'Brien use our combined expertise to research innovative solutions and products to meet our clients needs and objectives

Colm Kelly - Savings & Investments

Colm Kelly - Financial Planning & Advice

Cregan Kelly O'Brien Overview

Cregan Kelly O'Brien Financial Planning offers a unique combination of experienced financial planning, insurance, accounting and tax specialists within the one firm. Almost always, key financial decisions regarding a business or family have implications across related areas, and these need to be fully understood before choosing the right option. Using our unique "On Track" approach, we work together to get to the heart of your financial challenges and devise solutions to suit your unique circumstances.
++ Past returns are no guarantee of future returns, and the value of funds can go down as well as up.
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Contact Cregan Kelly O'Brien
Financial Planning
Colm Kelly
T: +353 1 870 0370
E: colm@ckob.ie

Insurance
Tommy O'Brien
T: +353 1 883 9020
E: tommy@ckob.ie

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Get In Touch

Financial Services

Colm Kelly

Tel: 01 870 0370

Insurance Broking Services

Tommy O'Brien

Tel: 01 883 9020

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Unit 2,

Broadmeadow Hall

Applewood Village

Swords

Co. Dublin

Call Us Today on 01 870 0370

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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Call us now on 01 870 0370
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