021-4544155

Financial Brokers

Financial Brokers

With over 20 years of experience in the financial broker market our dedicated in house team, headed by Mark Malone QFA can offer you extensive and independent advice.

We deal with all the major, and many of the specialised, Insurance and Investment firms in Ireland.

Pensions – Whether you are self employed, a company director or a PAYE worker, we have impartial advice for you on the bets way to provide for your retirement. Pensions are by far the best and easiest way to reduce your tax liabilities.

Retirement – If you are reaching retirement talk to us about your options first. Retirement options have never been so flexible, you no longer need to purchase an annuity and give away your asset.

Investments – Here at KJ O’Brien Co. we have access to over 400 investment products at any one time. We will complete a full risk analysis with you and make recommendations based on those results. We have products across the full spectrum from very safe guaranteed investments, to the higher risk funds for the more experienced investor.

Savings –  We assess your affordability to save and your need for access before advising you on the best way to build a nest egg for that rainy day.

Life Cover – We search the markets for you to ensure that you always get the best product at the best price possible. We find that the majority of our clients were paying almost 30% more than they should have before they came to us.

We offer this to all our clients and potential clients. This is a no obligation service.

Request your FREE meeting today by entering your details in the form on the contact page, or phone us direct on 021 4544155.

Alternatively contact Mark Malone direct on 087 2635 789.