James Street Private Wealth

Welcome to James Street Private Wealth, located at 12 Bourton Road in Merrimac, Australia. As an establishment specializing in wealth structuring, tax, investment solutions, and retirement planning, we are here to take the complexity and uncertainty out of planning for your retirement.

Planning for retirement can often feel overwhelming, but with our experienced team by your side, you can navigate this process with confidence. We will support you every step of the way, ensuring that you unlock the full potential of your capital and achieve your financial goals.

Whether you are a sophisticated investor seeking a competitive edge or prefer a more hands-free approach, our tailored range of investment and reporting solutions have got you covered. We understand the importance of mitigating risk, enhancing asset protection, and improving taxation consequences, and our meticulously developed wealth structures can yield these benefits for you.

James Street Private Wealth is a majority privately owned firm with the backing and support of a listed public company, Clime Investment Management Ltd. Our focus is on providing targeted solutions to private clients, family offices, and not-for-profit entities. We have built our reputation on comprehensive, trusted, and long-term focused financial advice, always putting exceptional client experiences at the forefront of everything we do.

Don't just take our word for it - hear what one of our satisfied clients had to say: "Transitioning to James Street Wealth was seamless and efficient! Matt took the time to listen to our concerns and helped us navigate our financial needs. Communication has always been a priority and provided in a friendly professional manner." We strive to provide exceptional service and ensure that you feel confident and in control of your transition towards retirement.

If you are ready to take the next step towards securing your financial future, we invite you to send us a message and our team will get back to you shortly. At James Street Private Wealth, we are here to support you on your journey to financial success.