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OBI Wealth Management
Corporate & personal wealth management

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.

• Effective investment advice integrated with results driven tax planning
• Preservation & enhancement of wealth, from one generation to the next
• All businesses are in transition; wealth management is an essential part of that transition

Ivan Kennedy QFA FLIA
Qualified Financial Adviser & Fellow of LIA
Managing Director

Ivan has over 23 years experience in the investment, pension planning and life assurance area of Financial Services. He qualified as a Fellow of Life Insurance Association in 1994 and is an active participant in the Continuous Professional Development programme provided by the LIA and is a serving Director on the LIA Board since December 2005.

OBI Wealth Management Ltd.
3rd Floor, Mount Kennett House, Henry Street, Limerick
Telephone Office 061 401122
Mobile 086 260 3918

OBI Wealth Management Ltd. is regulated by the Financial Regulator as an Authorised Advisor and is fully independent.

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Full range of OBI Wealth Management services include:

Company Pensions:

• Convert company profits into personal cash
• Avail of tax relief on contributions invested
• Fully tax efficient transfer of assets on death
• Approved retirement funds (ARF's)

Personal Pensions & PRSA's:

• Tax relief
• Tax free build-up of funds
• Tax free lump sum on retirement
• ARF's

Life Assurance Cover:

• Family protection
• Loan cover
• Inheritance tax cover

Serious Illness Cover:

Lump sum payment in the event of

• Heart attack
• Stroke
• Cancer etc

Income Protection Cover:

Individuals & groups

• Tax efficient pay-cheque insurance
• Replace lost earnings for illness & accident

Lump Sum Investments:

• Corporate & personal investments
• Equity funds
• Directly held equity portfolios
• Structured property investments
• Effective funding structure for investment
• Deposit facility

Regular Monthly Savings Plan:

• Build a lump sum
• Provide for University fees
• Use equities/property portfolio

Business Protection Cover

• Partnership assurance
• Keyman insurance
• Business loan cover

Mortgages:

• Residential
• Commercial

For further information contact
Ivan Kennedy QFA FLIA
Qualified Financial Adviser & Fellow of LIA
Managing Director

Phone 061 401122
Mobile: 086 260 3918

OBI Wealth Management Ltd is regulated by the Financial Regulator as an Authorised Advisor

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