Who we are
Founded in 1996, Clime listed on the Australian Securities Exchange in 2001. Since that time, Clime has grown consistently, helping more and more of our wholesale and sophisticated investor clients invest in Australian shares selected by our experienced investment professionals.
Our goal is to deliver expert and exclusive private wealth advice and investment solutions tailored to meeting our clients’ needs.
Our values of Transparency, Integrity and Conviction apply to everything we do – and in fact make up part of every Clime team member’s key performance indicators. In a world where trust is the most essential building block of relationships between clients and business, acting true to what we believe in and in the best interests of our clients are non-negotiables.
Private Wealth Advice
Our Private Wealth Advisory service is an exclusive offering tailored for wholesale and sophisticated investors. We have developed the service based on feedback from clients about needing expert advice from a trusted source to help navigate their financial future. Advice can be as simple as advice on establishing a SMSF; to as complex as structuring our clients’ assets to manage the process of intergenerational wealth transfer. Our qualified and experienced national team assist with meeting advice needs to give clients the peace of mind that comes from knowing you have a trusted partner ‘in their corner’.
Our investment solutions are broad and targeted toward helping clients grow their wealth and achieve security in retirement. We manage investments across a range of asset classes including Australian and global shares, debt and hybrid securities, fixed interest, cash, property and other assets. Clime invests in quality companies with a strong valuation discipline – meaning our team focuses on identifying the best companies in the market and investing in these at the right prices to deliver sound returns at lower levels of risk.
We have conducted regular investor education, events and seminars around the country for many years. Our straight-talking, no-nonsense approach to educating investors is sought after as a reliable and stable voice for clients and the broader Australian community.
We pride ourselves in helping distil the complex world of finance to ensure you get the information you need to help you make good financial decisions.
Each year we hold more than 30 seminars and events around the country to share our views and market insights; with the goal of inspiring attendees to take positive action to improve their wealth.