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Shareholder Presentation FY 2022 - Half Year Results
John Abernethy, Chairman
Annick Donat, Chief Executive Officer
Monday, 14 March 2022
RESULTS YEAR HALF 2022 FY
Disclaimer
onlyThe information contained in this presentation is published by Clime Investment Management Limited (Clime). It is based on information contained within the Clime HY2022 Financial Report.
The information contained herein is not intended to be advice and does not take into account your personal circumstances, financial situation and objectives. The information provided herein may usenot be appropriate to your particular financial circumstances and we encourage you to obtain your
own independent advice from your Financial Adviser before making any investment decision.
Please be aware that investing involves the risk of capital loss and past results are not a reliable indicator of future performance and returns.
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Contents onlyuse
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- CIW is moving forward
- Madison Financial Group Offer
- FY 22 Half Year Results Summary - 31 December 2021
- December Quarter Update: Q2 FY22
- Funds Under Management & Advice (FUMA)
- Clime Gross FUM
-
Strong fund performance
11Client engagement
- Madison Financial Group & Clime Private Wealth
- Educating the advice community
- Strategic roadmap
- Current trading and Q3 momentum
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CIW is moving forward | |
only | Board renewal - greater diversity of contemporary experience, talent and corporate connections |
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• Executive update - CEO (April 2021), CIO (December 2021) and COO (March 2022) | |
• Balance sheet strengthened - December 2021 - $14 million cash and liquid investments | |
use | Strategic deals, completed and in-progress- Ralton (SMA joint venture), WA joint venture (Private |
• | |
Wealth), QLD Start up funded |
• Negotiations and Investigations of a number of transactions in progress
• | Advisers joining Madison network (prior to June 2022) | ||
• | Clime Direct - relaunch | ||
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Madison Financial Group Offer | |
only | Private client wealth advisory services |
• | |
• | Licensing financial advisers |
• Provision of investment solutions - Bespoke - across asset classes and structures | |
use | Investment consulting - direct equites |
• | |
• Peer forums - investments, insurance, wholesale, emerging practices | |
• | Executive leadership programs |
• Wholesale licensing solution - products and services | |
personalr | Strategic consulting and capital to Advice practices and capital to advice and product partners |
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• Client marketing - Clime Direct, seminars and thought leadership communication
• Licensing services to AFSLs
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Clime Investment Management Ltd. published this content on 14 March 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 14 March 2022 04:13:08 UTC.