Financial Advice
Structures & Strategy
Wealth creation starts with effective investment structures. At Bratton Wealth, we recognise that each client's financial journey is unique. By deeply understanding your specific needs and priorities, we craft a bespoke strategy that aligns with your goals and aspirations.
Our comprehensive approach encompasses efficient investment structures, such as Family Trusts, Charitable Trusts, or Self-Managed Super Funds, tailored to maximise returns and robust asset protection strategies to safeguard your financial future. With our expertise and personalised touch, we ensure your wealth works as hard as you do.
Retirement & Super
Harnessing the benefits of superannuation is crucial in Australia's retirement landscape. At Bratton Wealth, we recognise its importance in helping Australians secure their financial future. Far too often, Australians delay their retirement planning until it becomes urgent. We prioritise early and comprehensive superannuation planning, collaborating closely with clients to craft tailored retirement strategies that cater to various life stages.
Whether you're starting your career or approaching retirement, our solutions are designed to align with your financial objectives. Beyond planning, we stand ready to assist you in implementing and managing your retirement strategy, ensuring a seamless transition to your retirement goals.
Investment Advice
Many Australian investors focus solely on domestic share and property markets, but why limit yourself? We explore every avenue, both domestic and global, listed and unlisted, to nurture and grow your wealth with the world's best opportunities. Our extensive network and deep market insights allow us to identify and access investments across various asset classes.
Whether it's global equity markets, exclusive private equity deals, or unique debt and alternative investments, we leave no stone unturned in our quest to construct the best risk adjusted portfolio for our clients. Trust us to broaden your investment horizons and unlock the full potential of your wealth.
Estates & Succession
We understand the importance of fostering family unity and safeguarding your legacy for generations to come. Building strong relationships with different generations is key. Family wealth often poses intricate and delicate questions. Addressing these proactively can prevent future disputes. We collaborate closely with your family to align on common values and objectives, crafting a tailored strategy that ensures your wishes are honoured and your legacy is preserved.
Whether it's establishing trusts, structuring inheritance plans, or navigating complex tax implications, our expertise guides you through every step, providing peace of mind and continuity for your family's future.
Investment Capabilities
Global Listed Equity
Listed Equity focuses on investing in the largest companies worldwide. This investment class provides access to a diverse range of multinational companies in different industries and with significant scale.
This asset class provides liquidity, as these companies are publicly traded, enabling investors to participate in the growth and profitability of leading global enterprises.
Alternatives
Alternative investments offer diversification away from traditional asset classes. They are typically uncorrelated with the broader economic landscape and provide insulation from traditional macroeconomic forces.
These assets include infrastructure, hard and soft commodities, water entitlements, digital assets and agriculture.
Private Equity
The majority of businesses in the world are not listed. Private Equity, spanning from venture capital, growth and buyout, provides investors with the opportunity to participate in the growth of privately held businesses.
This investment class can offer investors opportunities for significant returns by supporting businesses in their early stages through to growth.
Debt Markets
Debt Markets, including listed and unlisted credit and bonds, offer diverse investment opportunities. Listed credit instruments provide liquidity through exchange trading, allowing access to creditworthy issuers globally.
Unlisted bonds look to offer tailored solutions with stable returns over longer terms. Both avenues enable investors to manage risk profiles and economic cycles effectively, ensuring stability and growth in investment portfolios.
What Our Clients Say
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Dr Jenny Weston, Veterinarian
"We have been investing with Brad for over 7 years and have always been delighted with our portfolio performance. More importantly, for us, we have always felt we are in safe hands and Brad has always been only a phone call away."