About

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

Exclusivity

Many of the investment options we offer are unavailable anywhere else.

Experience

Our team is led by Grant Cleary who has been managing wealth since 1983.

Performance

We have consistently achieved above-benchmark returns over the medium and long term.

Contact

Our structure and way of doing business means clients have easy access to our lead advisor Grant Cleary.

Knowledge

We literally travel the world to locate, investigate and assess investment options for our clients.

Security

Your portfolio is securely held in our custodian, Adminis, who also provide 24/7 on-line access.

Style

We fit portfolios to people
not the other way around.

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

Portfolio design and monitoring.

Insight-driven investment
advice with senior personal service.

Independent advisor for boards and trusts.

Experience and objectivity to ensure your organisation’s portfolio is aligned with its goals.

Public speaking and media commentary.

Challenge, inform and entertain your team – and hear investment insights you won’t find elsewhere.