Cleggett Investments Pty Ltd delivers independent portfolio management and long-term wealth strategies tailored to the objectives of discerning clients across Western Australia.
Our approach combines rigorous research, risk-aware allocation, and a deep understanding of the Australian market to build portfolios that endure.
Actively managed portfolios constructed around your risk profile, time horizon, and liquidity needs.
Comprehensive evaluation of market, credit, and concentration risks across your existing holdings.
Superannuation consolidation, transition-to-retirement strategies, and lifetime income solutions.
Direct property analysis, REIT allocation, and residential/commercial portfolio structuring.
Strategic allocation to global equities, currencies, and fixed-income markets beyond Australia.
Quarterly reviews with clear attribution, fee transparency, and forward-looking market commentary.