2019 Irish Enterprise Awards

4 EU BUSINESS NEWS / 2019 Irish Enterprise Awards Kavanagh International Wealth Management Best Investment & Retirement Planning Advisory 2019 Based in Cork, Kavanagh International WealthManagement is a dedicated investment and retirement planning specialist supporting a wide range of clients. As part of our overview of a selection of the winners from this year’s Irish Enterprise Awards we profile the firm to learn more about how it came to win one of these prestigious accolades with the help of its vast industry experience and dedication to excellence. Jan19461 and Pension products. In the years following, Michael worked as part of the Insurance and In- vestment team in Bank of Ireland Life and managed a variety of teams at Ulster Bank until he was headhunted by The National Irish Bank (Danske Bank) to set up and manage the Wealth Man- agement Division in the south of the Republic of Ireland. This role encompassed all the skills Michael had learned; managing a team of financial planners; developing and implementing Wealth Management targets (KPI); as well as creating training programmes for a network of 13 bank branches and five commer- cial business centres. In 2008, Michael commenced working with German property funds before setting up his own company, Kavanagh International Wealth Management in 2009. Today, Michael is a Qualified Financial Advisor (QFA) and holds a Diploma in Wealth Man- agement. He is also an Approved Product Advisor (APA) in both Commercial General Insurance and Personal General Insurance Founded in 2009, over the years Kavanagh International Wealth Management has developed a strong focus on pension, invest- ment and protection knowledge. The firm is licensed by the Central Bank of Ireland to pro- vide clients with product options from over 13 product providers, so clients can rest assured that they are working with the very best when they collaborate with this dynamic and innovative company. Its services span life cover, retirement planning, income protection, online cover and investments, so that clients can receive all the financial support they need in one place, working with one dedicated team who understand their needs and are happy to strive towards achieving their goals. Drawing on the expertise of Founder and Director Michael Kavanagh, the company offers its clients truly exceptional service and award-winning support. Starting his career in 1995 as a Financial Advisor with both Irish Life and New Ireland Assurance, Michael advised clients on Life products. He is also a member of the Insurance Institute of Ireland, Brokers Ireland, and in 2015 was Chairman of the Life Insurance Association Southern Region. The experience he has gained over the years both domestically and internationally is an asset to all of the firm’s clients and provides a solid foundation to have a global outlook on events that affect everyone. These industry accreditations and memberships help Michael to stay ahead of emerging industry developments and to provide his valued clients with cutting-edge financial investment advice. Kavanagh International Wealth Management’s product offerings are ahead of emerging market developments and designed to meet the needs of today’s clients. Michael is supported in his work at Kavanagh International Wealth Management by Eamonn Twohig. Eamonn has 20 years’ experience in the Financial Ser- vices Industry. Prior to working in Financial Services, he worked in Accountancy for 10 years enabling him to understand and discuss Taxation and other busi- ness financial matters. He is also a Qualified Financial Advisor (QFA) and Retirement Planning Advisor (RPA), and is highly skilled in providing the best Pension, Investment and Protection advice. He believes in building long-term professional , relationships with his clients and in providing honest, practical and impartial advice to enhance his client’s financial well-being. As a result of their experience, Kavanagh International Wealth Management’s philosophy is an advanced investment advisory discipline that incorporates financial planning and specialist financial services. The firm provides its Financial Services to clients on a fair analysis basis. “Fair analysis of the market” means that the firm provides its Financial Services on the basis of a sufficiently large number of contracts and product producers available on the market to enable it to make a recommendation, in accordance with professional criteria. This results in real choice for clients, while keeping its service and personal touch at the forefront of its business. The key objectives are to provide these individuals, families and even businesses with tailored estate planning, taxation advice and investment management. Kavanagh International Wealth Management’s goal is that of both enhancing and sustaining its client’s quality of life and growing long-term financial security for its clients. This will remain the firm’s focus as it looks towards a bright and exciting future filled with new opportunities to support clients and drive itself to even greater success. “Fair analysis of the market” means that the firm provides its Financial Services on the basis of a sufficiently large number of contracts and product producers available on the market.”