Unique investment options, personal service and a relentless focus on portfolio performance: welcome to Cleary Wealth Management.

Who we work with

Broadly speaking, our local and international clients are typically:

  • Professionals, business owners and families
  • Multigenerational investors such as family offices, charitable and educational endowments and indigenous groups
  • Fund management organisations

“Grant is constantly pursuing new knowledge and opportunities and he is easily and directly available.”  — Bruce McLean

“Grant’s approach aligns with our long term intergenerational investment view.” — Jamie Tuuta

“Before Grant, my portfolio was invested through my bank who basically pegged it to the index, resulting in a declining portfolio. Grant’s approach has seen it quickly recover to its original value.” — Name withheld for privacy