YOU

    Name

    Email

    Your monthly salary(after tax)

    ONCE-OFF COSTS

    Mortgage

    Loans

    Other (eg. Credit Card)

    LIVING EXPENSES

    Monthly cost of family living

    RESIDUAL MONTHLY INCOME

    Your partners monthly salary(after tax)

    Spouses Death in service pension

    Social welfare payments (e.g. childrens allowance)

    Other

    DISPOSABLE ASSETS

    Bank / Credit Union deposits

    Value of other assets that can be sold

    LIFE COVER

    How much life cover do you need? (in Euros)

    For how long? (in years)

    Do you smoke?

    Date of birth:

    Existing life insurance cover (including death in service)

    As per our Privacy Statement, we take your Data Protection seriously. OBI Wealth Management will contact you from time to time using the following methods;
    PostPhoneSMS/textEmail.
    Please delete any or all of the above if considered unsuitable. Even if you do subscribe now, you can unsubscribe at any time.

    YOUR SIGNATURE

    GETTING TO KNOW YOU

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

    Get in touch

    Latest News

    Auto Enrolment Employer Guide

    July 17th, 2025|0 Comments

    Auto Enrolment Employer Guide The Auto Enrolment Retirement Savings System Act 2024 was signed into law by the President on the 9th of July 2024. The Act provides for the setting up of the [...]

    2025 Value of Advice Report

    July 17th, 2025|0 Comments

    2025 Value of Advice Report Brokers Ireland is delighted to publish the 2025 Value of Advice report which illustrates the significant impact and value that professional financial advice delivers through the expertise of Financial [...]

    Brokers Ireland Newsletter – 27 August 2021

    September 1st, 2021|0 Comments

    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 [...]