Personal & Family Protection
Investment & Savings Planning
1. Family Protection
Protect what you value most your family. Could your family survive financially if you died suddenly or were diagnosed with a serious illness and could no longer earn.
If you are unsure of the answers, then an independent review and plan can help.
2. Protect your Income.
Could you still pay your bills if you had no income. 1 in every six workers are likely to suffer an illness or disability which will keep them out of work for 6 months or more.
3. Inheritance planning.
With Inheritance tax increasing significantly during recent budgets, the need to plan has become more important.
Contact us for advice.
When was the last time you reviewed your retirement plans?
Will you be able to afford to live on OAP. Will OAP be there?
Are you availing of tax reliefs available? For higher tax rate payers you only pay €59 for each €100 invested.
Have you a plan in place? We help to clients to devise a plan that suits their needs and appetite for risk. This follows a robust review and anlysis of current investments.
Have you plans in place to protect the value of your business due to unforeseen circumstances.
In the event of death of partner or director will your family be able to realise value of business.
Brendan Kearney BBS QFA Pensions Diploma
Financial Advisor at Oliver Murphy Insurance Brokers.
I have over 17 years experience advising clients on their specific financial goals. From retirement planning, wealth creation and covering potential risks, I have been able to help clients build a structured approach to their financial needs.
My aim is to provide truly independent advice by bridging the gap between the client and all the noise that is generated by the financial institutions.