Kimber Capital Pty Ltd

Our Services Welcome to Kimber Capital, I’m Chris Kimber, the Managing Director. Over the years I’ve met many talented and hard working people, excelling in different roles at different firms. Unfortunately they never all seemed to congregate in the same place at the same time. I’ve always wanted to get these people working together, so that we can offer clients the best of the best, from just one firm. At Kimber Capital we are proud to offer you what we believe is the “Wealth Management” service you have been looking for. We want to protect the capital that you have worked so hard to accumulate, and manage it through our daily attention, care and ongoing relationship with you. We want to grow it by utilising our broad reach of contacts and information sources, and to keep our finger on the pulse and constantly generate the best ideas for the best outcomes for you. We offer the following services: Managed Accounts. Would you like us to help manage your money? Whether you want to discuss each investment or leave it all up to us, and go sail the Pacific, we can help you. If you would prefer to let our trusted and experienced team handle your investments, our Actively Managed accounts may be the right solution for you. You will have the portfolio managed on your behalf by our team according to an agreed strategy. So you can leave the day-to-day decisions to us, ensuring that you will not miss out on investment opportunities if you are traveling or just very busy. All of our investment decisions are personalized. Your portfolio is constructed and managed with consideration of your own circumstances and objectives. We do not have a one size fits all approach, we gradually build your portfolio as opportunities arise. If you do wish to maintain a more hands on relationship, our Individually Managed Accounts may be the better solution for you, so we can certainly discuss which option would work best for you. All of our clients can benefit from the reduced administration and excellent Tax Reporting our Managed Accounts offer. Of course you will have full transparency, with 24hr online access and will retain beneficial ownership of your investments. We want to make sure we have sufficient time to look after all our clients, so we do have some minimum portfolio sizes, but please get in contact so that we can discuss Portfolio Styles Australian Growth Portfolio The objective of our Australian Growth Portfolio is to provide capital growth over the medium to long term by investing in a diversified portfolio of Australian shares, with a strong emphasis on growth assets. Investors will receive some income, generally in the form of franked dividends. The portfolio will comprise a range of companies listed (or soon to be listed) on the Australian Securities Exchange (ASX). As such, the Australian Growth Portfolio is suited to those: wanting a concentrated portfolio of listed Australian shares, with a focus on growth oriented shares seeking high capital growth plus some dividend income comfortable with the higher levels of volatility associated with growth shares Australian Income Portfolio The objective of our Australian Income Portfolio is to provide a portfolio for investors who want a high level of income return and a conservative approach, whilst still offering potential for long term capital growth. The portfolio will comprise a range of ASX listed companies and may also include ASX listed “Hybrid” Securities. The Australian Income Portfolio is suited to those: wanting a portfolio of listed Australian securities, with a focus on income generating investments. Seeking high income, with some potential for capital growth Wanting capital preservation, uncomfortable with excessive volatility

Address: Level 13, 83 Mount Street, North Sydney, New South Wales, Australia 2060 PO Box 6219 North Sydney NSW 2059

Phone: +61 2 9900 9200
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