Financial Planning with Clime

Financial Advice by Clime

Clime – Your Financial Advice Partner

CLIME
At Marcus Today, we’re proud to recommend our friends and colleagues at Clime, an Australian financial services firm with a solid track record in helping Australians grow and manage their wealth.

Since 1996, Clime has built a reputation for integrity, transparency, and a forward-thinking approach to financial planning. While we provide general market insights, Clime’s team is there to offer personalised advice to help you reach your financial goals.

Read through to see who would be the best fit for you, and don’t hesitate to reach out to them.

Meet The Advisors

Melbourne

Private Wealth Adviser

Pauline Hammer

📍 Melbourne

Seeking the right personalised and tailored financial advice is one of the most important decisions you will make.

Whether it is to seek advice to establish a savings plan, funding children’s education, wealth creation, retirement planning, superannuation, or intergenerational transfer of wealth, as a Certified Financial Planner with over 25 years owning a Financial Planning, Accounting, and Family Office Practice, it is important to engage an Adviser you can trust and is fully transparent.

 

My first step is to put myself in my clients’ shoes and work to understand what is important and matters most to them.

I have a deep innate passion to serve and to develop and navigate the client’s financial journey whilst applying a willingness to be fully transparent.  It gives me the pleasure of knowing my clients and their family have my trust and continuing guidance to achieve their goals.

I embrace the same principals and passion in my personal and family life.  Feel free to call to arrange an initial meeting to discuss your needs and financial affairs.

Private Wealth Adviser

Anna Garuccio

📍 Melbourne

Freedom of choice!  I live my life by this making sure I am always in a position to choose what I want in life.  As an advisor, I apply the same principal with the clients I work with, helping them to maintain or get to a position where they have the freedom to choose, be it retire, work full or part time because they choose to.  I enjoy working with self-directed investors and can add value with my experience in all things superannuation, SMSF’s, retirement & estate planning.  If you need a financial health check. Call me.

I am also the resident Aged Care Specialist in the Melbourne office.  If you or your family are looking for advice and need to consider the many financial options available to you in this space, give me a call. 

Private Wealth Adviser

David

📍 Melbourne
Being located at the top end of Collins Street, Melbourne, doesn’t make me one of those rigid, high-brow financial guys. To me, financial advice is not a transaction, it is a relationship built on trust, communication, commitment and clarity, that ultimately is conducive to great results.

I’ve been doing what I love for over 20 years, helping my clients in all facets of financial planning. From advice solutions for wealth accumulation strategies, superannuation and Self Managed Super Funds, wealth protection, as well as retirement and Centrelink strategies.

I provide my clients with peace of mind and support, assisting with navigating and planning through life. I love seeing my clients achieve their goals and the opportunities it provides them.

Outside of supporting my clients, I’m either doing some sort of sporting activity or spending time on the family farm in South Gippsland.

I’d love to hear your story and help you steer your financial future, click the link to get in contact.
Private Wealth Adviser

Alan

📍 Melbourne

Feel like your money could be working harder?

Hi, I’m Alan—a dual-accredited Financial Adviser (Australia & Ireland) and a firm believer that simpler is always better. I’m a family man with a calm, relaxed style, focused on helping you keep more money in your pocket through straightforward wealth-building and tax strategies. When I’m not crunching numbers or tailoring clear-cut plans for clients, you’ll find me traveling with my loved ones, discovering new local cuisines, or cheering on my favourite football team.

Ready to grow your wealth without the stress? Book a call.

Private Wealth Adviser

Amanda

📍 Melbourne

Amanda is a Senior Adviser, completing a Bachelor of Commerce Degree with Distinction and Majors in Accounting and Financial Planning. Amanda received the CPA award for Best Second Year Accounting Student in 2004 and the FPA award for Best Financial Planning Student in 2005. A combination of technical excellence and a consistently committed and caring approach with our clients makes Amanda a most valued member of our team. Amanda manages the strategic advice, implementation and administration for a portfolio of private clients and oversees the management, compliance and administration functions of the Self Managed Super Funds. She is an Accredited Specialist with SMSF Association and an ASX Accredited Listed Product Adviser.

Private Wealth Adviser

Sean Cummins

📍 Melbourne & Adelaide

Sean takes a consultative approach with all clients not wanting to take the “Self” out of ‘Self-Managed Super Fund’ while providing structure and objectivity to your investment decisions, this starts with a conversation. Sean brings a wealth of experience with successful, motivated people preparing and enjoying retirement their way.

Sean came to wealth management via the merging of his background in accounting and his interest in share market investing. 20 years later he has built a career guiding clients from a tax structure and investment perspective to achieve their lifestyle, family and intergenerational wealth transfer goals. Sean has a Bachelor of Business, is a Certified Financial Planner (CFP) and an accredited SMSF specialist. Beyond his professional endeavours, Sean lives with his family in the Macedon Ranges where they have an acre of garden in which to potter and hide from his two kids.

Meet The Advisors

Sydney

Private Wealth Adviser

Garth Curry

📍 Sydney

Garth has over 33 years’ experience as an investment manager looking after investor portfolios in the South African and global markets. Before joining Clime in September 2022, Garth was a senior portfolio manager at Sanlam Private Wealth. Prior to that he was the managing director of Merrill Lynch private client division in South Africa. He is married with 3 children & enjoying living in Sydney.

Meet The Advisors

Queensland

Private Wealth Adviser

Matt Renken

📍 Queensland

Hi, I’m Matt

Over the past 15 years, I’ve nurtured my trade across South Africa and Australia giving me a uniquely balanced view on what’s important to my clients – peace of mind and a safe pair of hands.

Having settled on the sunny shores of the Gold Coast 5 years ago with my wife and young family – we’ve found the perfect outdoor playground.

Whether it’s up a mountain, helping clients or just enjoying time with my family, I like to bring the same passion and energy to everything that I do.

Private Wealth Adviser

Dallas Sinclair

📍 Queensland

Hi, I’m Dallas.

Born & raised on the Gold Coast I am genuinely passionate about helping individuals & families navigate the financial complexities that life throws at us all! I believe financial advice is more than a conversation about money, it’s about empowering clients to make better financial decisions through education & transparency. Outside of the office you’ll find me heading out for a morning surf, keeping fit or planning my next snowboarding getaway.  

Ready to take control of your finances? Follow the link to get in contact. 

Marcus Today Pty Ltd ABN 57 110 971 689 is a Corporate Authorised Representative (no. 310093) of AdviceNet Pty Ltd ABN 35 122 720 512 (AFSL 308200).

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