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Daniel Bohan
A FORMER Kerry star and Austin Stacks stalwart has taken his astute decision-making skills from the field of play into the world of finance, investment and pensions, with the launch of his business in Kerry.
Daniel Bohan Wealth Management is a specialist financial advisory firm working with company owners, CEOs, professionals, families, individuals and charities to make high level intelligent strategic decisions with money that will enhance their lives and secure their financial future.
The future of advice is deeply rooted in making sure the experience for clients is exceptional, the tax, investment and pension outcomes are world class, so clients are ultimately rewarded as they transition life’s events, accumulating wealth in their working life, while de-cumulating assets tax efficiently as they enter their twilight years.
“We help clients to avoid expensive mistakes,” said Tralee native Daniel. “Controlling your time is the highest dividend money pays. The way to achieve this is through high level strategic financial planning.”
This is the premise which lead Finance Professional Daniel Bohan to establish his strategic wealth management practice in Kerry.
Having spent many years not actually working in Kerry and dealing with his clients in Dublin/Cork & Limerick, he wanted to establish a presence in his native county to bring bespoke financial planning strategies to the Kerry market.
He recently launched his new website www.dbwealth.ie with a keen focus on educating and enabling clients to optimise their overall positions.
He spent many years in the sporting arena with his native Austin Stacks and Kerry where the necessity to make intelligent clinical decisions in a timely manner ultimately decides success/failure.
The issue is no different for company owners/individuals in terms of how they optimise their position from a financial planning perspective.
Daniel is the principal director of the firm and has completed the internationally recognised Certified Financial Planner™ (CFP®) programme at University College Dublin’s School of Finance.
On completion of the programme, Daniel was awarded the prestigious presidential education award (Gold Medal) in recognition of achieving the highest results in Ireland.
Daniel Bohan Wealth Management explores investment, pension strategies, inheritance & tax planning through the lens of strategy first with a view to achieving a level of financial security that gives client’s the freedom and choice to pursue their life goals.
The objective is to help the client reduce leakage, optimise investment returns, protect their legacy, and help them to create the life they want to live.
“I want to educate my clients on the often complex and cryptic strategies that help’s people to grow and create wealth, while also protecting their legacy and estate”, said Daniel, adding that he hosts webinars and industry events with the sole focus of decoding jargon and helping clients achieve clarity and peace of mind.
Examples of webinars in 2021 are:
• Defined Benefit Pensions – Should I stay, or should I go?
• Protecting your Legacy & Minimising Tax – Succession & Inheritance strategies
• How to extract wealth from my company tax efficiently – A case study series
• A paradigm shifts in investment markets – The future of investment returns & how to invest in a negative interest environment.
“Daniel was able to provide us with a strategy that was uniquely geared to our specific situation; his knowledge of the financial sector is second to none and inspires confidence as we are getting advice of the highest standard.
It is important to have complete trust in your advisor as well as someone who has been educated at the highest level in Financial Advice and Daniel provides this.
The range and depth of strategies covered as part of the process has given us great clarity and peace of mind going forward.” – Gerry Enright
Contact Daniel directly at info@dbwealth.ie or phone 087-7447345
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