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Clime Secures Strategic Stake in $2 Billion Advice Business Partnership

6:02pm on Friday 13th of March, 2026 AEDT Financial Services
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Clime Secures Strategic Stake in $2 Billion Advice Business Partnership

6:02pm on Friday 13th of March, 2026 AEDT
Key Points
  • Clime transfers advice operations to practitioner-led entity
  • Combined advice business to manage over $2 billion in funds under advice
  • Clime retains 10% equity with option to increase to 25%
  • Transaction valued at $6.5 million with vendor finance support
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