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 analyse 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 an optimal multi-asset solution.
Investment & Portfolio Management
Clime’s tailored investment portfolios are researched and managed by our experienced investment team. This service makes investing easy, with the ability to access domestic and international shares, managed funds, unlisted property trusts, fixed interest, debt securities, hybrid securities and cash within one investment vehicle.
We ensure that you don’t take unnecessary risk while growing your capital and generating meaningful income for your 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 establishing and administering self-managed superannuation funds. We also provide ongoing advice to trustees to help optimise their investment strategy.