WEALTH MANAGEMENT SERVICE

BRADY GROUP provide an innovative independent consultancy service for high net worth clients. Clients cash rich from the sale of development land, CPO land or successful professionals with land interests avail of a service to plan business, investment, family and personal goals.

BRADY GROUP organise syndicated agricultural and property investments tailored to meet clients requests.

BRADY GROUP strength is that we are independent advisors focused on achieving your goals. We highlight the fact that we only advise and do not sell life assurance, insurance or pension products.

Wealth Management Consultancy Service

This is an annual intensive consultancy service (investment and financial advice). It consists of 
a Financial Plan, 6 Visits and Telephone Contact. It is designed assist high net worth cash rich
clients plan business, investment, family and personal goals and minimise risk.

The following are the main areas planned: 

     · Cash Flow Planning
          · Investment Planning 
          · Risk Management 
          · Debt Management 
          · Estate Planning 

 

Syndicated Agricultural and Property Investments

BRADY GROUP are responding to a need expressed by high net worth clients to present 
syndicated agricultural property and investment opportunities as an alternative to the products
produced by Financial Institutions and Insurance companies. BRADY GROUP is examining
agricultural property investments abroad with good potential yield and capital appreciation yet 
providing a personal satisfaction factor not available with traditional investment products. 

· New Zealand Dairy Farm Syndicated Investment
· Polish Potential Development Land Syndicated Investment