Clime Investment Management : Shareholder Update - Half Year Results

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Shareholder Presentation FY 2022 - Half Year Results

John Abernethy, Chairman

Annick Donat, Chief Executive Officer

Monday, 14 March 2022

RESULTS YEAR HALF 2022 FY

Disclaimer

onlyThe information contained in this presentation is published by Clime Investment Management Limited (Clime). It is based on information contained within the Clime HY2022 Financial Report.

The information contained herein is not intended to be advice and does not take into account your personal circumstances, financial situation and objectives. The information provided herein may usenot be appropriate to your particular financial circumstances and we encourage you to obtain your

own independent advice from your Financial Adviser before making any investment decision.

Please be aware that investing involves the risk of capital loss and past results are not a reliable indicator of future performance and returns.

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Contents onlyuse

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1. CIW is moving forward
2. Madison Financial Group Offer
3. FY 22 Half Year Results Summary - 31 December 2021
4. December Quarter Update: Q2 FY22
5. Funds Under Management & Advice (FUMA)
6. Clime Gross FUM

1. Strong fund performance
   11Client engagement

1. Madison Financial Group & Clime Private Wealth
2. Educating the advice community
3. Strategic roadmap

1. Current trading and Q3 momentum

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CIW is moving forward
only	Board renewal - greater diversity of contemporary experience, talent and corporate connections
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• Executive update - CEO (April 2021), CIO (December 2021) and COO (March 2022)
• Balance sheet strengthened - December 2021 - $14 million cash and liquid investments
use	Strategic deals, completed and in-progress- Ralton (SMA joint venture), WA joint venture (Private
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	Wealth), QLD Start up funded

• Negotiations and Investigations of a number of transactions in progress

		•	Advisers joining Madison network (prior to June 2022)
		•	Clime Direct - relaunch
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Madison Financial Group Offer
only	Private client wealth advisory services
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•	Licensing financial advisers
• Provision of investment solutions - Bespoke - across asset classes and structures
use	Investment consulting - direct equites
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• Peer forums - investments, insurance, wholesale, emerging practices
•	Executive leadership programs
• Wholesale licensing solution - products and services
personalr	Strategic consulting and capital to Advice practices and capital to advice and product partners
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• Client marketing - Clime Direct, seminars and thought leadership communication

• Licensing services to AFSLs

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