We help you answer complex questions, which ensure
better outcomes for you and your family
WHAT TO EXPECT
TRUST
We offer you our trust so we can earn yours. You can only feel trust which is earned over time. We build trust through our actions, our follow up and our follow through which is centred on our total commitment to you.
CLARITY
We take the complex, make it transparent and simple so you have clarity and conviction in the decisions you make. You can sleep at night knowing the steps you take are right for you, your family and your future.
EXPERTISE
We strive to be experts at everything we do, by researching world class financial concepts, products and services to ensure that you and your family achieve the best possible outcome. We make sure the steps you take don’t lead to expensive mistakes.
The quality of your life and future drives us. We dedicate our work to helping you make intelligent financial decisions that enhance your life and your future
WHAT WE DO
INVESTMENT PLANNING
We offer you our trust so we can earn yours. You can only feel trust which is earned over time. We build trust through our actions, our follow up and our follow through which is centred on our total commitment to you.
FINANCIAL PLANNING
Your Financial Plan is like the engine room of your life. It fuels your decision making and together we will sculpt a lifetime financial plan that will educate and empower you to achieve financial clarity.
We specialise in creating tax efficient life planning strategies that will ensure your wealth and legacy is protected.
RETIREMENT PLANNING
Retirement means many different things to many different people. We define it as having the freedom and choice to be able to do what you want, when you want, while having the financial capacity to meet these objectives.
What We Will Promise
That we will get to know you extensively
We will advise you as if you were a family member
We will protect you from making expensive financial mistakes
Provide you with jargon free bespoke solutions
To bring clarity direction and guidance into your financial decision making
Help you create and protect your wealth efficiently
What We Won’t Promise
Isolated and transactional advice
False or unrealistic outcomes
That we know whether the stock market will go up or down
Investment strategies or fads that are unattainable
That we will invest your money without a clear financial plan
That we will ignore the tax implications of every financial decision you make
We know that true wealth is about more than just money.
It is about the power and freedom of choice for you, your family or your business.
Our financial planning service is totally focused on enabling you to live the life you want to live.
FORWARD VISION PLANNING LTD T/A DANIEL BOHAN WEALTH MANAGEMENT IS REGULATED BY THE CENTRAL BANK OF IRELAND. CRO NO. 662719
REGISTERED ADDRESS: 21 HUNTERS WOOD, BALLYSEEDY, TRALEE, CO. KERRY