Helping you prepare
for your future
Clime Private Wealth works with sophisticated investors and families to provide investment solutions and services for wealth management, preservation & growth.
Our team of advice specialists provide clients with privileged access to advice and deep market knowledge, backed by a highly regarded investment team.
What We Offer
Strategic Asset Allocation
At Clime, we take a macroeconomic view to analyses global markets and evaluate market risk. In parallel with our conversations with you about your goals, this enables us to take a holistic view on markets and implement the right mix of assets in your investment portfolio to deliver on your objectives. Long term investing means maintaining capital during difficult cycles, and growing capital when economic tail winds are strong.
Thus, asset allocation and maintaining an outcome-based portfolio approach is crucial. By understanding your investment needs, we can help advise on the multi-asset mix to meet them Superannuation.
Investment & Portfolio Management
We help you choose investments that are right for you. Clime’s tailored investment portfolios via our Individually managed account service are researched and run by our experienced investment team. This service makes investing easy, with the ability to invest in domestic and international shares, managed funds, unlisted property trusts, fixed interest, debt securities, hybrid securities and cash with one investment vehicle.
We ensure that you don’t take unnecessary risk while both growing your capital and generating meaningful income in retirement.
Intergenerational & Wealth Transfer
You worked hard to build your wealth. When the time comes to consider how to plan for distributing the assets you’ve grown, Clime helps you consider a range of options. At times of stress like illness or a death in the family, Clime’s Private Wealth team partners with you to take the stress away from managing money so you can concentrate on what matters most.
This includes helping you plan an inheritance or manage an intergenerational wealth transfer.
Tailored SMSF Advice
For investors who want to take control of their investments, we provide advice on setting up self-managed superannuation funds. We also provide ongoing advice to trustees to help maintain your investment strategy. If you wish, we can administer your SMSF through our subsidiary Clime Super, keeping all your SMSF management and governance ‘under the one roof’.
When seeking to achieve optimum investment returns, we understand that a significant consideration for investment portfolios is tax. Based on our conversations and understanding your goals, we help you understand various investment structures used to hold your investments, including personal, joint, trust, company or Self-Managed Superannuation fund structures; and which structure will be optimal for you.