We protect families and businesses financially Investment & savings advice Income Protection

The path to securing your financial future starts here

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Welcome

Protection and stability are more important than ever and as ever we’re consistently helping our clients to make the right decisions.

Wealth Management is the ongoing process of assessing, arranging and managing your finances to ensure you meet your financial and life objectives.

As a client of OBI Wealth Management you can avail of our considerable knowledge and experience in investment and taxation services. The integration of tax and financial planning services is especially beneficial for effective personal wealth management and efficient business succession.

What we do

With more than 30 years of experience, we have been the trusted advisor to many satisfied clients.

With the resources we have available to us, by integrating financial planning with tax and accounting services within our firm, we can provide best service and advise our clients both personally and for their business. OBI Wealth provides services within the four main product areas below.

LIFE COVER / FAMILY PROTECTION

Life Assurance Cover which provides a cash asset where cash did not exist before. A life policy is often described as ‘a piece of paper, a drop of ink and a promise to pay’.

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RETIREMENT PLANNING

The decision as to what type of pension you should choose is not an easy one and that is where OBI Wealth Management can help you. Find out how we can help you today.

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INVESTMENT SAVINGS

There are many reasons to save but the main one is to provide you and your family or business with a ‘rainy day’ fund in order to meet future financial liabilities.

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INCOME PROTECTION

Often referred to as ‘permanent health insurance’, this covers your income or replaces lost income in the event of any type of illness or injury which prevents you from working.

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GETTING TO KNOW YOU

In life, future, family and business, we’ll help you make the right decisions

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Latest News

Brokers Ireland Newsletter – 27 August 2021

The benefits of using a financial adviser. Brokers Ireland recently published the latest research showing how much better off financially and mentally consumers are for using a financial adviser such as OBI. Remarkably, the [...]

Choose a fund to beat the odds

The range of funds on the market can be baffling to new investors. Here’s what you need to know. Savers moving from deposits into funds face a bewildering array of options in the ever [...]

A PROUD MEMBER OF BROKERS IRELAND

OBI Wealth is a proud member of the Professional Insurance Brokers Association