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About us

With the spotlight on the financial services industry, providing genuine value, innovation and compliance have never been more critical to building a successful and sustainable advice business.

Climb Wealth was established to both meet the needs of advisers and their practices, but also to foster in a new era of financial planning and financial services.

With a network of advisers spanning the country, Climb Wealth is building a reputation of being more than a traditional licensee.

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Almost every issue that you come across in your business life has been experienced and solved by someone before you. Through our team and network, we bring solutions and ideas that help you to build your best practice.

Our values

Climb Wealth is owned and operated by a team that have been in the financial planning industry for many years. Our founder has successfully built and run financial services companies including his own practice. This ensures that the culture of Climb Wealth is about helping and delivering genuine value to advisers.

Being a licensee to a diverse group of planning practices is not just about offering an Authorised Representative number and some compliance systems. It’s about the collective experience of the team that’s behind you. It’s collaboration with your peers to bring you the best practice ideas that will help you to build your best practice.

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Climb Wealth will never take volume payments or charge investment and insurance companies to be on the approved product list. The Climb Wealth network is NOT a distribution network. We’re a collective team that helps our clients by protecting them and generating wealth for them.

Climb Wealth’s core values:
  • We don’t own products
  • We’re not influenced by the product providers
  • Dynamic and flexible approved product list (APL)
  • Focus on you, not funds under management (FUM)
  • Stringent adviser selection process

Our team

We are financial advisers who have built a business for financial advisers.
Our success is your success. Our dedicated team are here to help you grow your business and change the lives of your clients.

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CEO


Brenton Tong

Director


Hanna Shepherd

Technical Manager


Julie Hall

Chief Financial Officer


Rebecca Hanifin

Marketing and Communications Director


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Build your best practice.

And help your clients create the best financial future possible.


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