This service includes a thorough assessment of your current portfolio, considering factors such as asset allocation, diversification, performance, and any market changes that may impact your investments. The Clime Investment Team will analyze your portfolio’s strengths and weaknesses, providing insights into potential areas for improvement.
After the review, a member of the Clime Private Wealth Team will schedule a follow-up call or meeting with you to discuss their findings and provide specific recommendations. This service is designed for those who want to stay proactive and confident in managing their wealth with Clime’s investment expertise.
The information contained in this website and video presentations is of a general nature. It is not advice or a recommendation to invest in a financial product and constitutes general financial product advice only. The advice has been prepared without taking into account your objectives, financial situation or needs. You should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation and needs. Before making a decision about whether to acquire a financial product, you should obtain and consider the Product Disclosure Statement, Information Memorandum or Financial Services Guide. We encourage you to obtain professional advice before deciding to invest in a financial product.
Investment in securities and other financial products involves risk. An investment in a financial product may have the potential for capital growth and income but may also carry the risk that the total return on the investment may be less than the amount contributed directly by the investor. Investors risk losing some or all of their capital invested. Past performance is not a reliable indicator of future performance.
