We’ve built Cleary Wealth Management on analytical expertise. We research the markets, products, investments and companies thoroughly, to ensure we can offer you fully informed recommendations.
You can relax, knowing the ongoing management of your wealth is in good hands.
Exclusivity. We have access to unique investment products that offer higher returns than many “off the shelf” products available to the public. We hand-pick your investments from the vast number of innovative global opportunities, choosing only those that pass our scrutiny for quality, return and risk.
Style. We don’t believe in the commonly accepted idea of a balanced portfolio, in the same way we don’t believe in the tooth fairy. It simply doesn’t exist. We do believe in understanding your goals and risk tolerance, to ensure your have the right portfolio to help you achieve the best possible returns.
Contact. Some investment firms give you a lot of attention as you walk in the door, but become rather quiet once you hand over the funds. As a client of Cleary Wealth Management, you’ll be in regular close contact with the founder and lead investment advisor, Grant Cleary. Many of our existing clients rate this as the second best thing about dealing with Cleary – right behind performance.
Experience. We have been providing advice on savings, investment, retirement, contingency and estate planning since 1982. Our success has bred success, and we now manage over $100 million on behalf of our clients.
Knowledge. We regularly contribute to financial product development groups, helping to ensure that new financial products meet the needs of our clients. We regularly attend global financial conferences, to ensure our knowledge of overseas products and best practice methods stays current.
Performance. Our runs are on the board. We’re proud to consistently achieve above-market returns for our clients’ portfolios, year after year, with little variability. This performance – and the many testimonials from our clients – speak for themselves.
Security. Your investment funds are deposited directly into the bank account of an administration platform, which directs your investments into your chosen funds. With Cleary, you can look forward to the return ON your investment – not worry about the return OF your investment.
Clients. Our clients are successful people who use our views and expertise to multiply their wealth. If you’re interested in more details of our investments we offer regular seminars and newsletters to keep you informed. We’re also more than happy to simply carry on with your investment management and report your returns and position, while you carry on with your busy life.