Clime Investment Management (“Clime” ASX code: CIW) is a publicly listed boutique financial services group. Clime offers funds management services (Clime Asset Management), retail asset advisory services (Clime AFM), superannuation and taxation advice (Clime AT), investment education (Clime Investors Education) and stock valuation services (StockVal.com.au).

Clime has offices in Sydney and Brisbane.

Services

Funds Management
Asset advice
Taxation and estate planning
Investment Education services
Online Stock Valuation tool

Funds Management

Clime Asset Management Pty Limited, a member of the Clime group, holds an Australian Financial Services Licence which allows us to provide advice about and deal in ASX securities, derivatives, government debentures, managed investment schemes and securities.

Clime’s Individually Managed Account Service and share portfolio advice is open to sophisticated, wholesale and professional investors.

Private client portfolios are managed individually on a full discretionary basis in accordance with Clime’s very long-term value investing philosophy.

Clime also manages the portfolio of the listed investment company Clime Capital Limited (ASX: CAM).

For more information about Clime’s Discrete Share Portfolio Service,
click here.

To learn more about Clime Capital Limited (ASX: CAM), click here.

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Asset Advice

If you own a share portfolio and require advice about maximising income focusing on quality companies, Clime offers a service tailored to individual investor needs. As a specialist provider of financial services, we make recommendations relating only to equity security contracts.

Our licence also authorises us to provide advice about listed and unlisted equity securities, derivatives, deposit products and managed investment schemes.

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Taxation and estate planning

Managed by Mr Matthew Collins, Clime AT Pty Ltd provides strategic planning and taxation advice to high net worth individuals.

Clime AT has successfully helped over thirty clients with combined assets in excess of $300 million navigate their way through the new tax, superannuation and estate planning legislation to maximise the benefits to which they are entitled.

Clime AT adopts a disciplined methodology, identifying client needs, coordinating appropriate external suppliers, and employing dedicated staffing resources necessary to implement clients long term strategic taxation and estate planning.

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Investment Education services

Clime Investors Education manages StockVal.com.au and conducts regular value investment education events throughout Australia. These workshops teach investors Clime’s long-term value approach to investing that aims to purchase part shares of wonderful businesses at rational prices. To learn more about Clime’s educational courses, click here.

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Online StockVal.com.au Valuation tool

Clime Investors’ Education supplies and manages StockVal.com.au, a unique online investment tool designed to assist investors assess the intrinsic value of a business and provide educational information.

Click here for more information on StockVal.com.au

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About Clime Investment Management (ASX:CIW)
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