Clime Private Wealth

Life’s experiences help shape your values, beliefs and decision making. As your perspective changes, having a partner to help you make good decisions to benefit you and your family can make all the difference

Exclusive private wealth advice tailored to your needs

Welcome to Clime Private Wealth

At Clime, we understand the needs of self-directed and sophisticated clients who want to simplify complex financial needs and remain in control of their wealth. We partner with our clients to tailor private wealth advice that ensures you are empowered to make the decisions that will give you peace of mind.

It all starts with meeting one of our highly qualified Private Wealth Advisers. We aim to get to know you and understand how we can help through understanding not just your financial needs: but what you’re seeking to enjoy in life. Taking this approach, we are able to partner with you and develop solutions that will deliver on your needs. This includes regular meetings to ensure as things change, we are right there with you.

We work with individuals, SMSF and Corporate Trustees, Companies, Charities and Institutions, providing expert and exclusive advice on the following financial strategies.

Investments

We help you choose investments that are right for you. Clime’s tailored investment portfolios via our Individually managed account service are researched and run by our experienced investment team. This service makes investing easy, with the ability to invest in domestic and international shares, managed funds, unlisted property trusts, fixed interest, debt securities, hybrid securities and cash with one investment vehicle. We ensure that you don’t take unnecessary risk while both growing your capital and generating meaningful income in retirement.

Clime Private Wealth - Investments
Clime Private Wealth - Asset Allocation

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 the multi-asset mix to meet them.

Superannuation

Our expert Private Wealth team keeps up with constant changes in laws and regulations, taking the worry out of managing your superannuation. We help with tailored advice to maximise your benefits in retirement; as well as ensuring your assets will provide you the lifestyle you seek while in retirement itself. We advise on the investments and strategies to help you grow and preserve your super to provide financial security.

Clime Private Wealth - Investments
Clime Private Wealth - Investments

SMSF & Investment Strategy

For investors who want to take control of their investments, we provide advice on setting up self-managed superannuation funds. We also provide ongoing advice to trustees to help maintain your investment strategy. If you wish, we can administer your SMSF through our subsidiary Clime Super, keeping all of your SMSF management and governance ‘under the one roof’.

Structuring

When seeking to achieve optimum investment returns, we understand that a significant consideration for investment portfolios is tax. Based on our conversations and understanding your goals, we help you understand various investment structures used to hold your investments, including personal, joint, trust, company or Self-Managed Superannuation fund structures; and which structure will be optimal for you.

Clime Private Wealth - Investments
Clime Private Wealth - Investments

Estate Planning, Inheritance & Legacy Management

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.

Exclusivity: Tailored for you

Clime Private Wealth’s exclusive advice services are focused on partnering with our clients for life’s journey. We pride ourselves on working with our clients beyond just advice – keeping clients on track and making the necessary adjustments as required along the way to meet client’s needs.

Just as we have a tailored approach to investing, we engage with our clients in the way that suits best to make the most of an effective working relationship. This is designed to achieve what clients set out to achieve, leaving you to get on with making the most of life.

Based on our conversations, we will work with you to implement the tailored Private Wealth solution that best meets your goals and objectives. Importantly, we also offer a highly customised solution that can go into more detail on your specific advice needs as required.

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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.
  • Copyright © 2018 Clime Investment Management Limited
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