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.
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 [...]
I want to invest to put my children through college
Ivan Kennedy (49) from Limerick set up a couple of investment funds a few years ago in order to pay for third-level fees and costs for his two young children, Michelle and Richard. “Whether [...]
A PROUD MEMBER OF BROKERS IRELAND
OBI Wealth is a proud member of the Professional Insurance Brokers Association
Gold sponsors of Burrenbeo Trust
OBI is proud to support Burrenbeo Trust, a Burren-based national landscape charity as its GOLD Business Member.
