We are objective based investors and seek to deliver strong risk-adjusted total returns.
Clime’s investment objectives are aligned with our clients investment objectives and are centred on helping everyday Australians achieve security in their retirement.
At Clime our investment goals are to;
– Grow your retirement savings,
– Guard your retirement savings along the way, and
– Generate meaningful retirement income
We don’t focus on;
– Peer group surveys,
– Traditional benchmarks,
– Short-term returns, or
– Tracking error
Because none of these things will help you achieve security in your retirement.
Clime’s investment approach
– Focusses on best ideas and selective opportunities
– Forgets traditional benchmarks and peer group surveys, and
– Manages total risk
We seek to deliver a smooth profile of returns over a five to seven year investment horizon and are cognisant of the old adage that “the best way to make money, is to not lose it in the first place”
Super Focus is a privately owned financial advisory firm specialising in superannuation, investment and estate planning advice.
We understand the complexities of superannuation legislation and we apply our specialist technical knowledge to evaluate legislation and to develop tax effective strategies for our clients.
Our advice is underpinned by extensive academic and professional credentials, which are among the highest in the industry. We have particular expertise in Self Managed Superannuation Funds and are accredited by the SMSF Professionals' Association of Australia (SPAA).
We offer strategic and investment advice, as well as a comprehensive range of administration and compliance solutions for SMSF trustees.
At Super Focus, we are staunch advocates for independent advice. We operate under an independent Australian Financial Services Licence and have no ownership links or affiliations with any product provider such as a bank, insurance company or fund manager. In addition, we do not accept commissions from product providers. Therefore, you can rest assured that any advice we provide is based on your interests alone, without any conflict or bias.
Our clients benefit from a flat fee structure that is agreed upfront. Our fees are based on the nature and scope of the advice being provided - not on the type of products being recommended or the size of your investments. The result is that our fees are fair, transparent and easy to understand.
Wealth & Retirement Solutions Pty Ltd is a company that operates in the Financial Services industry. It employs 6-10 people and has $1M-$5M of revenue. The company is headquartered in Townsville, Queensland, Australia.
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