What MTIS Wealth Management does

Clime Private Wealth is the trading name of Clime Advice Pty Ltd, an Australian financial advice practice established in 2007 and operating under its own Australian Financial Services Licence (AFSL 308200). The firm provides personal financial advice, strategic financial planning, managed discretionary account (MDA) services, SMSF advice and administration, estate and succession planning, risk and insurance structuring, and curated wholesale product access to Australian families, founders, wholesale investors, pre- and post-retirees, and multi-generational families. It is affiliated with ASX-listed Clime Investment Management Limited (CIW.ASX), whose investment committee, research team, and model portfolios underpin portfolio construction and provide clients with institutional-grade access to private credit, first mortgage funds, pre-IPO allocations, and unlisted commercial real estate through a Wholesale Approved Product List.

The business model is fee-based professional services: revenue is generated through advisory fees on written financial strategies, ongoing advice retainers, and fees associated with managed discretionary account and wholesale investment product placements. Funds under advice are stated at $2.1bn+, and the firm holds a Sydney office led by a senior financial adviser with an additional executive team anchored by Clime Investment Management's founder and chairman. The go-to-market is a relationship-based, sales-led advisory model with complimentary initial consultations, professional referrals, and thought-leadership content as primary channels.

There is no proprietary technology platform described in the source material, and no AI/ML capability is indicated. The firm's positioning explicitly emphasises senior-adviser continuity, written fiduciary advice, and independence from product commissions over software-led or automated advisory models. The operating footprint is single-country (Australia), and ownership is via the listed parent Clime Investment Management Limited, with no private equity or venture capital ownership disclosed.

Name

MTIS Wealth Management

Legal name

Clime Advice Pty Ltd

Website

https://mtis.com.au

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Clime Private Wealth is an Australian licensed financial advice practice (AFSL 308200) serving families, founders, wholesale investors, and retirees with strategic planning, managed portfolios, and institutional product access, backed by ASX-listed parent Clime Investment Management (CIW.ASX).

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Financial advisory
• Private wealth
• Investment management
• Financial planning

Headquarters

HQ city

South Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: The practice provides personal financial advice, strategic financial planning, and managed discretionary account services. Revenue is generated through advisory fees for comprehensive written financial strategies, ongoing advice retainers, and potentially fees for managed discretionary account services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

MTIS Wealth Management operates as a personal financial advice practice delivering strategic financial planning, managed discretionary accounts (MDA), SMSF advice, estate and succession planning, and risk and insurance services to Australian families, founders and wholesale investors. The firm also provides curated access to institutional-quality investment products including private credit, first mortgage funds, pre-IPO opportunities and unlisted commercial real estate through its Wholesale Approved Product List.

Product overview

Clime Private Wealth operates as a unified financial advice practice offering a comprehensive suite of services centered around personal financial advice, institutional investment access, and managed portfolios. The core offering consists of Strategic Financial Planning, Managed Discretionary Accounts (MDA), SMSF Advice & Administration, Estate & Succession Planning, Risk & Insurance, and Wholesale Product Access. These are complemented by a curated selection of institutional-quality investment products including Private Credit (Direct Lending & Private Debt Funds), First Mortgage Fund Opportunities, Pre-IPO Allocation, Unlisted Property Funds (Commercial Real Estate), and CIW Model Portfolios. The practice leverages its affiliation with ASX-listed Clime Investment Management (CIW.ASX) to provide clients with access to investment opportunities typically reserved for institutional investors, including private credit, first mortgage funds, pre-IPO opportunities, and unlisted real assets through its Wholesale Approved Product List.

Differentiator

Problem solved

Functional benefit

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Clime Investment Management Limited (ASX: CIW)coreStrategic or Co-development PartnerClime Private Wealth is an advice practice affiliated with Clime Investment Management Limited (ASX: CIW), a listed investment manager with over three decades of disciplined, research-driven capital markets expertise. This affiliation provides institutional-grade research, active portfolio management, and access to private markets typically reserved for institutional clients. The investment committee behind client portfolios draws on CIW's research team and portfolio managers, reviewing all asset allocation and model portfolio positions.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Count Limited: Australian financial advice and accounting network supporting advice practices across Australia with platforms, services, and licensee infrastructure. Comparable to Clime in Australian advice delivery and licensee-supported model.
• E&P Financial Group: Australian wealth advisory group (incorporating the former Evans Dixon) providing financial advice, investment management, and corporate advisory to HNW clients and business owners. Comparable advice-led, multi-service HNW proposition.
• Fortnum Private Wealth: Australian advice-led wealth manager serving HNW clients with strategic financial planning, MDAs, and access to managed investments. Closely comparable to Clime Private Wealth in target client (founders, families, sophisticated investors), fee-based advisory model, and multi-service offering.
• Shaw and Partners: Australian wealth management firm providing financial advice, stockbroking, and portfolio management to HNW individuals and families. Comparable advice-led model, Australian retail/wholesale focus, and similar service breadth to Clime Private Wealth.
• Shadforth Financial Group: Australian HNW advice practice (part of IOOF/Insignia group) offering financial planning, investment management, and superannuation strategy to affluent and HNW families. Comparable target market, advice-led model, and broad product shelf to Clime Private Wealth.
• Morgans Financial: Australian wealth advisory and stockbroking group serving HNW individuals, families, and business owners with financial planning, investment advice, and portfolio management. Directly comparable to Clime in client segment and integrated advice + investment offering.
• Ord Minnett: Australian full-service wealth manager combining private client advisory, portfolio management, and institutional research — a comparable HNW/affluent target market with research-led investment capabilities similar to Clime's CIW-backed proposition.
• Godfrey Pembroke: Australian HNW advice practice within the Insignia group offering personalised financial planning, investment advice, and wealth structuring to affluent families. Closely comparable target client (HNW families and business owners) and advice-led model to Clime Private Wealth.

Broad incumbents

• Insignia Financial: One of Australia's largest wealth management groups (formerly IOOF) operating a broad portfolio of advice, superannuation, and investment management businesses including Shadforth, Godfrey Pembroke, and MLC. Overlaps with Clime in HNW advice but at significantly larger scale and broader product breadth.

Emerging players

• Praemium: Australian-listed wealth technology and managed accounts platform serving advisers, accountants, and their HNW clients with SMA, reporting, and investment infrastructure. Comparable in MDA/managed-account capability but positioned as a technology platform rather than an advice practice.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MTIS Wealth Management