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Clime has a team of expert advisers who specialise in financial solutions and investments. Let us help you find the right adviser.

Introducing

Clime
Private Wealth

Building wealth for a sustainable future through tailored solutions and advice.

We provide investment advice to high net worth individuals and families.

We create long term partnerships with our clients and take the time to understand how we can provide strategic advice and portfolio solutions to enhance financial wellbeing, while focusing on protecting and growing your wealth.

who we help

High Net Worth Individuals
High Net Worth
Individuals
Family Offices
Family
Offices
Philanthropic Funds
Philanthropic
Funds
SMSF Trustees
SMSF
Trustees
Corporate
Corporate
Trustees
Companies and Institutions
Companies
and Institutions
What makes us different
  • We collaborate closely with our experienced Investment Team, experts in navigating diverse economic conditions.
  • Our Investment Team review our portfolios taking into account both the domestic and global landscape which allows us to bring our clients the best market insights and opportunities.
  • We have access to a wide spectrum of investment options, encompassing in-house and external choices, to design a solution that suits your unique financial needs.
What we offer

Our relationship with clients is based on our values – Integrity, Transparency, Conviction and Progress. Our professional services encompass the holistic wealth management needs of clients, considering a global view of a client’s portfolio while delivering a domestic service.
Our services include:

  • Strategic asset allocation and portfolio management
  • Individually tailored portfolio solutions
  • Facilitation of tax advisory and structuring
  • Estate and succession planning
  • Intergenerational wealth management
  • Specialised risk management for individuals and entities
  • Philanthropy

Clime Private Wealth Pty Ltd (AR Number 1263076) is an Authorised Representatives of Madison Financial Group Pty Ltd (ABN 36 002 459 001 AFSL 246679). Both Clime Private Wealth Pty Ltd and Madison Financial Group Pty Ltd are wholly owned subsidiaries of Clime Investment Management Limited (ASX:CIW).

THE TEAM

Private Wealth
Team

Book a call with one of our advisers

Garth Curry

Private Wealth Adviser
Garth has over 33 years’ experience as an investment manager looking after investor portfolios in the South African and global markets. Before joining Clime in September 2022, Garth was a senior portfolio manager at Sanlam Private Wealth. Prior to that he was the managing director of Merrill Lynch private client division in South Africa. He is married with 3 children & enjoying living in Sydney.

Sean Cummins

Private Wealth Adviser
B.BUS/ACC, CFP®
Sean is an experienced Financial Planner CFP with the Financial Planning Association and a member of the Self-Managed Super Fund Professional Association SSA. Sean commenced his career in accounting and has been in advice for 10 years focusing on the provision of advice to high net worth individuals and their families with an open and consultative approach.

Stephen Wilson

Private Wealth Adviser
B. Bus (Econ. & Finance), M.Financial Planning
Stephen spent his early career trading derivatives in the financial markets running trading desks in Sydney, Abu Dhabi, and London. He switched to advice as he enjoys working with people to achieve their goals and help them understand and improve their financial world. He is a married father of two fantastic children who take advantage of him daily.

Matt Rencken

Private Wealth Adviser
CFP®, SSA, B.Com
Matt has over 10 years’ experience as a Private Wealth Adviser both in Australia and abroad, where he has developed extensive expertise in wealth management, strategic asset allocation, portfolio construction and estate planning. Matt Rencken is also the Founder and Director of James Street Private Wealth. He holds a Bachelor of Commerce (Finance), a Post Graduate Diploma (Financial Planning), Advanced Post Graduate Diploma (Portfolio Construction and Investment Management) from the University of Stellenbosch and the University of the Free State in South Africa respectively. Matt is also a Self-managed Super Fund Specialist (SSA) with the SMSF association in Australia, he is a registered Tax Financial Adviser and is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia.

Tara Abeywickrama

Wealth Solutions Associate
B.Com, Dip.FP
Tara joined the Private Wealth team in September 2021. Before joining Clime, Tara spent 5 years with Grant Thornton where, in her most recent role as Senior Associate, she assisted their senior Advisers provide service and advice to HNW clients. Prior to joining financial services, Tara worked in the education and manufacturing sectors. Tara holds a Bachelor’s Degree in Commerce and a Diploma in Financial Planning.

Catherine Schonfeldt

Wealth Solutions Associate
Catherine Schonfeldt is a Private Wealth Associate at Clime Private Wealth. Before joining Clime, Catherine spent 14 years in Canada working for boutique firms specialising in wealth management and investment advice. Her last role was with Echelon Investment Partners in Ottawa as an Investment Services Assistant. In this role, Catherine assisted high performing investment advisors with book of business of more than $100m. Catherine holds a Bachelor of Business Degree at University of Technology Sydney. In her spare time, she enjoys bonding with her daughter, travelling for food and art, attending music festivals, hiking, yoga, and swimming.

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Information, guides and tools to help you achieve your investment goals

We believe that great advice changes lives.

We’re Madison Financial Group.

We are a community of financial advisers licensed under Madison Financial Group, a wholly owned subsidiary of Clime.

Madison Financial Group Pty Ltd (ABN 36 002 459 001 AFSL 246679) is a wholly owned subsidiaries of Clime Investment Management Limited (ASX:CIW).

Introducing

MTIS
Wealth Management

Empowering clients to achieve their goals through bespoke strategic advice.

We provide investment advice to high net worth individuals and families.

We create long term partnerships with our clients and take the time to understand how we can provide strategic advice and portfolio solutions to enhance financial wellbeing, while focusing on protecting and growing your wealth.

CLIENT LOGIN

What makes us different
  • We collaborate closely with our experienced Investment Team, experts in navigating diverse economic conditions.
  • Our Investment Team review our portfolios taking into account both the domestic and global landscape which allows us to bring our clients the best market insights and opportunities.
  • We have access to a wide spectrum of investment options, encompassing in-house and external choices, to design a solution that suits your unique financial needs.
What we offer

Our relationship with clients is based on our values – Integrity, Transparency, Conviction and Progress. Our professional services encompass the holistic wealth management needs of clients, considering a global view of a client’s portfolio while delivering a domestic service.
Our services include:

  • Strategic asset allocation and portfolio management
  • Individually tailored portfolio solutions
  • Facilitation of tax advisory and structuring
  • Estate and succession planning
  • Intergenerational wealth management
  • Specialised risk management for individuals and entities
  • Philanthropy
  • Aged care advice

 

MTIS Wealth Management Pty Ltd is a Corporate Authorised Representative (CAR Number 1282397) of Madison Financial Group Pty Ltd ABN 36 002 459 001 (AFSL 246679). Both MTIS Wealth Management Pty Ltd and Madison Financial Group Pty Ltd are wholly owned subsidiaries of Clime Investment Management Limited (ASX:CIW) | ABN 73 603 371 955.

THE TEAM

MTIS Wealth
Team

Book a call with one of our advisers

Pauline Hammer

Private Wealth Adviser
Certified Financial Planner, Diploma of Financial Planning, SMSF Fellow Specialist Adviser, Fellow Chartered Financial Practitioner
Pauline is a Senior Financial Adviser and has over 30 years’ experience in the Financial Services Industry, both institutional and planning. Pauline is a standout in the Financial Planning Industry due to her depth of knowledge, experience and outstanding credentials in the area of Self Managed Superannuation Funds. Pauline specialises in Family Office Advice, a comprehensive advisory service for High Net Worth Clients. This strategic service reflects clients’ individual values and aspirations, embraces their unique family circumstances and deals with the full spectrum of wealth management issues, including family governance, generational wealth transfer, investment mandates and philanthropic activities.

Anna Garuccio

Private Wealth Adviser
Diploma of Financial Planning, SMSF Specialist Adviser, Fellow Chartered Financial Practitioner
Anna is one of the Private Wealth Advisers at MTIS. Anna has extensive technical knowledge and experience in all aspects of financial planning. This includes specialising in the Self-Managed Super Funds sector and all its complexities. Anna assists clients with retirement, aged care and estate planning. Anna is a highly sought after financial planner based on her technical knowledge and capability, her integrity and reputation for building and maintaining strong client relationships. She enjoys providing advice, care and direction to her clients and their families. She has a reputation of being driven and passionate in working alongside her clients. Her ethics, integrity and commitment are of the highest standard.

Amanda Horne

Associate Adviser
B. Commerce (Accounting & Fin Plan), Adv. Dip. Fin Services (Fin Plan), SMSF Specialist Adviser, Aged Care Professional
Amanda is an Associate Adviser and joined MTIS in 2005 after completing a Bachelor of Commerce Degree with Distinction and Majors in Accounting and Financial Planning. Amanda received the CPA award for Best Second Year Accounting Student in 2004 and the FPA award for Best Financial Planning Student in 2005. A combination of technical excellence and a consistently committed and caring approach with our clients makes Amanda a most valued member of our team. Amanda manages the strategic advice, implementation and administration for a portfolio of private clients and oversees the management, compliance and administration functions of the Self Managed Super Funds. She is an Accredited Specialist with SMSF Association and an ASX Accredited Listed Product Adviser.

David Novotny

Private Wealth Adviser
B. Bus (Financial Planning), SMSF Specialist Adviser, ASX Accredited Direct Equities Adviser
David is one of the Private Wealth Advisers at MTIS Wealth Management. With 19 years’ experience in all facets of financial planning, with thorough knowledge in the area of self managed superannuation funds (SMSF), David provides advice solutions to clients in complex wealth accumulation strategies, superannuation and SMSF, wealth protection, as well as retirement, aged care and Centrelink strategies. David believes that a strong relationship between the advisor and client is conducive to great results, which must be based on communication, longevity and loyalty. He is friendly and approachable, and is passionate about seeing clients achieve their goals and the opportunities it provides them. David is an Accredited Specialist with SMSF Association and an ASX Accredited Listed Product Adviser. Outside of supporting his clients, when not participating in his sporting activities, David enjoys spending time on the family farm in South Gippsland.

Harley McDermott

Associate Adviser
B.Comm
Harley is an Associate Adviser. Starting at MTIS in Client Services, he has moved through paraplanning and recently completed his Professional Year. Prior to working for MTIS, Harley spent several years in retail banking while completing his university studies.

Jo Shi

Wealth Solutions Associate
Jo joined MTIS in June 2023 as an Associate Adviser. She has a Master’s degree in Financial Planning and nearly a decade of experience in the dynamic field of wealth management. Continuously dedicated to enhancing professional acumen, Jo is currently pursuing a Postgraduate Certification in Applied Corporate Governance and Risk Management. This passion for education underscores her commitment to staying at the forefront of industry trends and best practices. Outside work, Jo is an art enthusiast, she loves exploring galleries and frequently indulges in the vibrant world of theatre.

Steven Klacar

Private Wealth Adviser
Steven brings over 15 years of extensive experience in both Australia and Europe, with roles at NAB, Bell Potter, and Ord Minnett, alongside international advisory positions at the Blacktower Financial Management Group and Fisher Investments. He specialises in tailored solutions encompassing Portfolio Management, Wealth Creation Strategies, SMSF Advice, Personal Risk Protection, Superannuation, and Retirement Strategies. Steven's impressive career also includes serving as a Director & Senior Adviser at Aspen Wealth, working with global advisory and investment firms to assist High Net Worth individuals in achieving their financial objectives. With a commitment to delivering high-quality financial advice, Steven is a valuable addition to the MTIS Wealth Management team.

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