Member Testimonials

Feedback from some of our long-term customers*

 

“Despite using them for past 20 years, I’m pretty useless on a computer. Yet find the new Clime Direct layout very user-friendly. I especially like the ‘financial strength’ screen found in ‘key ratios’ section. I never buy/sell a stock without checking with Clime Direct.”
Mike M, Private Investor, QLD (member since March 2013)

“As a Clime Direct subscriber I have been extremely impressed by the breadth of knowledge that is regularly shared. From the investment process and understanding the valuation methodology through to individual company reports, I find the information very useful. Where I really feel that the subscription excels is challenging the Status Quo on markets that are too dear or too cheap through weekly reports such as The View. Combining all of this allows us the subscriber to act as a novice fund manager that will ensure we are better prepared for market movements. Capital protection is vital when dealing with volatile assets such as shares. While Clime Direct does not tell me which companies to necessarily buy they help educate the subscriber to make logical and unemotional decisions. Keep up the great work.”
Ryan M, Financial Planner, VIC (member since January 2008)

“I have found the Clime Direct system an essential tool for profitable, value investing within my SMSF. The database is second to none, and there is always back up should questions emerge. I expect the system to become an even more important stock picking tool with the upgrades you are planning.”
James M, Investment Manager, WA (member since January 2013)

“If you’re like me, you don’t have the time to unearth quality companies or the confidence to know when they are trading at attractive prices. Clime Direct helps me do both; allowing me to manage my own portfolio of shares and save money in the process. For this reason, SIV has to be one of my best investments.”
Tim C, NSW (member since October 2007)

“Very well structured, understandable explanations. Thank you for the information and associated advice.”
Stephen R (member since July 2012)

[Discussing an analyst report] “Undoubtedly one of your best assessments yet. Fearless, factual and direct. Such a pity it’s circulation is restricted to the “converted” – Clime Direct subscribers. It deserves wider circulation, especially into HQ Australia.”
Noel C (member since June 2009)

“Clear analysis that provides me with more confidence and encouragement”
Peter F-W (member since January 2012)

“Terrific, considered and sobering analysis which reminds me of Alan Greenspan’s admonition of the pitfalls of “irrational exuberance”. It serves as a cautionary note to maintain discipline in investing strategies when everyone around you is going nuts. Tragically investment decisions are sometimes driven by unrealistic expectations of outcomes which exist only because inconvenient fundamentals are ignored. Luckily this is unlikely to happen to Clime Direct (Clime Asset Management) acolytes.”
Mark A (member since September 2010)

[Discussing a macro report] “Many thanks for a very thorough and balanced analysis of the international situation which presently exists with important future implications. It provides a very useful broad guide of the risks we in Australia must recognise and monitor”
Ken P (member since April 2012)

“It is gratifying that your philosophy centers on integrity, transparency and conviction. Values are highly significant when an investor like myself places his trust in an external company. I have not been disappointed in the year plus service and results for me.”
Boris F (member since June 2009)

* Clime Direct was re-branded from ‘StockInValue’ in March 2019. References to ‘StocksInValue’ have been changed to ‘Clime Direct’.

Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
CALL 1300 788 568

Sign in to: