Colm Kelly - Financial Planning & Advice
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Innovative Pension Advice
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. Whether you want to take control of your pension investment yourself , buy property with your pension fund, or invest in a more traditional fund; Cregan Kelly O'Brien has the expertees, experience and market knowledge. More About Pensions
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; Read more
At Cregan Kelly O'Brien, we understand what a complex and sometimes frustrating challenge it is to manage your insurances effectively. At the end of the day, you want to ensure you have the right cover in place, at the lowest possible cost and also want to be confident that if or when you do suffer a loss, that it will be sorted out for you quickly and without any fuss. Read more
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
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.
Zurich SuperCapp Fund
- Real alternative to low deposit offering from the banks and An Post;
- Smooth inflation beating return for 39 years;
- Low Risk investment fund, risk rated as 2 out of 7;
- Annualised 5yr return of 3.4% 10yr return of 3.8%;
- 100% Capital Guarantee if you invest in the fund for 10 years;
- Min investment €10k; No Max Limit, full access to funds up to 200K if needed
- Past Performance is not a reliable guide to future return
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;
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