Complimentary Portfolio Assessment

Clime is pleased to be able to offer wholesale investors* a complimentary portfolio assessment or discussion with our funds management team. This is free of charge and without obligation.

In order to take advantage this service, simply complete the enquiry form below.

You will receive a call from a Private Client Director to discuss this with you. Alternatively, please contact us on 1300 788 568 should you wish to speak to Clime sooner.

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Please Note: *Minimum investment $750,000. The portfolio assessment only provides general information and does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment or personal advice. Under no circumstances should investments be based solely on the information herein as they are of a general nature.

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.
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