Company profile
Clime Private Wealth
Holistic financial advice and institutional-grade wealth management, for every stage of your financial life
- Industry
- Financial Services
- Employees
- 6
- Headquarters
- Sydney, New South Wales
- Founded
- 2006
- LinkedIn followers
- 76
- Office locations
- 2
Clime Private Wealth company summary
Clime Private Wealth is a company in the Financial Services industry, headquartered in Sydney, New South Wales, founded in 2006. On LinkedIn the company has around 6 employees and 76 followers. The company lists 2 office locations.
What technology does Clime Private Wealth use?
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About Clime Private Wealth
Established in 2006, Clime Private Wealth is an adviser-led financial planning and wealth management firm serving clients across Australia, from individuals and families taking their first steps toward financial independence, to high net worth households and family offices managing multigenerational wealth. Backed by Clime Investment Management (ASX: CIW), our clients benefit from deep research resources and disciplined investment thinking, applied equally whether you're starting out or stewarding a significant portfolio. Clime Private Wealth entered into a strategic partnership, which was announced to the ASX in April 2026, the combined group manages over $2.1b FUA with 35 authorised advisors and specialists with offices in four capital cities across Australia. We believe great financial advice is holistic. That means looking beyond investments to understand the full picture: your income, your goals, your family, your business interests, your superannuation, your estate and how each piece connects to the others. Whether you're building wealth, protecting it, or passing it on, our advisers are equipped to guide you at every stage. For our retail clients, we provide comprehensive personal financial advice: budgeting and cash flow strategy, superannuation and retirement planning, insurance and risk management, and investment advice grounded in your individual goals and circumstances. For high net worth individuals, families and family offices, we bring institutional-grade capability: proprietary research, sophisticated portfolio construction, tax-effective structures, estate and succession planning, and the kind of strategic counsel typically reserved for the largest investors.
Where is Clime Private Wealth located?
Clime Private Wealth lists 2 office locations.
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Clime Private Wealth clime.com.au | Financial Services | 6 | 2006 | Sydney, New South Wales |
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Frequently asked questions about Clime Private Wealth
What does Clime Private Wealth do?
Established in 2006, Clime Private Wealth is an adviser-led financial planning and wealth management firm serving clients across Australia, from individuals and families taking their first steps toward financial independence, to high net worth households and family offices managing multigenerational wealth. Backed by Clime Investment Management (ASX: CIW), our clients benefit from deep research resources and disciplined investment thinking, applied equally whether you're starting out or stewarding a significant portfolio. Clime Private Wealth entered into a strategic partnership, which was announced to the ASX in April 2026, the combined group manages over $2.1b FUA with 35 authorised advisors and specialists with offices in four capital cities across Australia. We believe great financial advice is holistic. That means looking beyond investments to understand the full picture: your income, your goals, your family, your business interests, your superannuation, your estate and how each piece connects to the others. Whether you're building wealth, protecting it, or passing it on, our advisers are equipped to guide you at every stage. For our retail clients, we provide comprehensive personal financial advice: budgeting and cash flow strategy, superannuation and retirement planning, insurance and risk management, and investment advice grounded in your individual goals and circumstances. For high net worth individuals, families and family offices, we bring institutional-grade capability: proprietary research, sophisticated portfolio construction, tax-effective structures, estate and succession planning, and the kind of strategic counsel typically reserved for the largest investors.
How many employees does Clime Private Wealth have?
Clime Private Wealth has around 6 employees on LinkedIn.
Where is Clime Private Wealth headquartered?
Clime Private Wealth is headquartered in Sydney, New South Wales.
Where does Clime Private Wealth have offices?
Clime Private Wealth lists 2 office locations, including Sydney, New South Wales, AU; Melbourne, Victoria, AU.
When was Clime Private Wealth founded?
Clime Private Wealth was founded in 2006.
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