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MELBOURNE PRIVATE & BUSINESS WEALTH ADVISORS
At Klear Picture, we offer bespoke care, while focusing on building strong and lasting relationships with each client. By cultivating a reliable, knowledgeable and friendly environment, we can help you understand your goals and tailor investment strategies to ensure you reach them.
As Melbourne's financial advisors, we are committed to helping you reach your goals and make your dreams a reality. While we all seek financial freedom and the flexibility to pursue our goals and objectives, the particulars will always be unique to you, and that’s sometimes why speaking to a financial advisor is beneficial.
Because we understand that everyone wants something different, we’ll spend time with you in relaxed, no-pressure sit-downs to discover together what exactly is it you’re looking for in a financial plan. Then we’ll craft a custom plan designed to fit your needs. Whatever your goals may be, you need a financial plan with wealth creation advice that is specifically tailored to you.
Accounting & Taxation
Accounting & Taxation for Individuals and Businesses
Business Advisory
Business Planning and Financial Management
Private Wealth Advisory
Personal Wealth Creation, Management and Protection
Lending & Capital Raising
Residential, Commercial and Construction Finance
THE MELBOURNE FINANCIAL ADVISOR LANDSCAPE HAS CHANGED
What hasn’t changed is the need for personal and tailored wealth advisory.
Over the past decade, the wealth advisory landscape has seen a significant change in Melbourne. Gone are the days of simple service products. Today, the industry spends trillions to create new products and services that pull at our heartstrings with promises of a secure future. Yet, when the path to financial freedom isn’t visible, it becomes difficult for individuals to trust and feel like a number without clear pathways to financial independence.
As our promise is to provide bespoke solutions for each client, we have remained non-aligned with institutions. This frees us up to develop and tailor investment models that truly benefit you.
What hasn’t changed is the need for “personal” and “tailored” wealth advisory.
Our tools, experience, and strategic planning capabilities are here for one single purpose: Building Your Financial Freedom. We aren’t owned by or partnered with any bank, financial institution, or product, and so our motivation is always driven toward your specific financial goals.
Our clients receive expert financial advice. That advice is always driven by analytical data, backed with industry knowledge and scaled to meet their individual metrics. Our Melbourne based financial advisors understand the challenges many people face when planning for retirement. Therefore, our wealth management strategies are focused on achieving long term goals with realistic short term financial milestones.
EXPECT SOMETHING DIFFERENT FROM US
If you are serious about your financial freedom, building your wealth, managing your financial risk, contact Klear Picture today.
See what people say about our Wealth & Financial Advisory services
AP Harmon
05:01 07 Oct 24
Can't thank Kerri from Klear Picture enough for her help navigating the byzantine world that is home lending. Very knowledgeable and highly recommended.
Wilson Chen
02:41 07 Jun 23
Carlos and his team have been fantastic to work with.
Anil Khanna
23:02 02 Feb 23
I want to give a big, big thank you to Carlos Medrano and Klear Picture team for being fantastic planners and advisors for myself and my family over the past 8 years. I have seen exponential growth year on year with their advice, structure and strategies working side by side with us.Thank you Treasha, Kerri and Adrian for being such high-level professionals and assisting us in our wealth creation goals, and being integral cogs in Klear Pictures exceptional professionalism, guidance and coaching.Once again, thank you and looking forward to achieving our future goals with you further.
Anita Khanna
13:47 02 Feb 23
Hi Klear Picture team,I want to give a big, big thank you to Carlos for being a fantastic planner for myself and my family over the past 8 years. I as his client have seen exponential growth year on year, and it looks like he has hit another gear this year.Thank you Treasha, Kerri and Adrian for being such high-level professionals and assisting us in our wealth creation goals, and being integral cogs in Carlos' exceptional professionalism, guidance and coaching. You have molded Carlos brilliantly.Carlos, thank you once again and looking forward to achieving our future goals with you.
Megala Nelson
15:22 22 Feb 22
Very useful information in a simple form
Nathan Saritschniy
01:31 03 Sep 21
Helped me get my accounting up to date. Amazing knowledge of tax laws ans helped me navigate through some tricky and unusual circumstances. Highly recommended!
Muhammad Mahbubul Islam
10:56 20 Aug 21
I have been with Klear Picture over 5 years now. They always exceeded my expectation in every aspects of their service. Treasha, Kerri, Carlos and Arnel, the whole team have been fantastic to look after all my financial matters, so that I can focus on every thing else in my life! Highly recommend their service.
Elizabeth B
12:08 04 Jul 21
We bought our first property from Treasha and she was nothing but amazing from start to finish. She was responsive and helpful at all times. Anyone I described this experience to would often respond with ‘is this too good to be true? Where’s the catch?’. We waited for the catch but it never eventuated! We are so thankful and happy with her service and how it all worked out 😊
Ozbit coogma
10:58 03 Feb 21
I spoke to Treasha and found she is genuine and passionate in her domain. I couldn't recommend this company highly enough for the advice they gave me. I would recommend their service at any time. Thanks once again for helping me out. Cheers
edward healy
01:34 16 Sep 20
Great experience with Klear Picture. They went beyond to help me understand my financial options and even helped with property market research. It's refreshing to deal with people that are not expecting a fee for everything. They are a very helpful, patient and giving organisation. Thank you for helping me make confident financial decisions and helping me understand the impact of current decisions on my financial future. It was great to learn a new perspective that will better set me up for life.
Elise Cann
00:25 21 Apr 20
I highly recommend Treasha, Kerri and the team at Klear Picture. They are totally awesome! They are so professional and personable and nothing is an issue for them! They set me up with my first investment property - property location, finances the lot! It was the most pleasant and easiest business/personal project EVER! Everything was done for me...amazing. They were always so prompt in answering any of my questions and omg so efficient.Such a delight to work with people who know what they’re doing! Their wealth of knowledge in property and finance is such a bonus for people like myself who really....know nothing. Awesome work guys!! Keep up the good work, it was such a pleasure 🙂
Agata Bisikiewicz
21:04 10 Dec 19
The team at Klear Picture is fantastic. Treasha, Carlos and Nic are very personable, knowledgeable and so great to work with. From the moment we met, they have helped us understand our finances and set achievable goals, which they actually helped us achieve. Meeting each year to review where we are and set new goals for the year to come has always made us feel in control and on track. Thank you guys!
Abhi Kapoor
11:13 01 Dec 19
Good hassle free service, well defined processes and good guidance
Andrew Christie
12:05 27 Nov 19
Nic and the team have been very professional in providing a high quality service, I would not have achieved the results I did with out them.
Erin Caboche
08:36 22 Nov 19
Our experience with Klear Picture has been fantastic. Both Treasha and Carlos have kept us informed at all times and always call us and pick up the phone when we call (which is great and so important to us).We are probably the worst and laziest clients to have but Treasha, Kerrie and Carlos understand that and are very patient with us.I also know that I can ask Kerrie any questions if I can't speak to Carlos or Treasha and her response time is perfect. She is a great asset to your team. Kerrie is always polite and professional.
Simon Cox
10:40 23 Oct 19
Great team to work with! My partner and I went from wanting to buy our first home and knowing very little about what to do with our finances, to buying our place 18 months later, locking in a great super fund and having the right tools to secure our future. Treasha and the team are fun, friendly and so simple to deal with, I wish we'd visited them 10 years earlier!
Moj
08:06 08 Oct 19
Nick and Kerri were so professional and friendly. Nick was really patient with me and answered all my questions for more than 2 hours. It was a great pleasure working with Klear Picture.
Marlene Bekker
02:50 08 Sep 19
The Klear Picture Team has been a part of my financial journey for a few years now. Whether it be buying an investment property, or looking into starting my own business, this team has always been there for me. Special kudos to Treasha who always has my back. I woudn't be where I am if it wasn't for her.
steven bunting
01:36 22 Aug 19
Nic and the team did an excellent job doing my end of year tax return.....they were very professional and would highly recommend them to anybody in need of a tax returnThanks !
Nesrine Kettle
06:22 21 Aug 19
Treasha, Nic and Anna are 3 professional, friendly ans reliable people that work for Klear Picture and have helped my husband and I in many ways. From helping us secure a property in the area we want to sorting out our mortgage loan, answering any and all questions we have related to finances and sorting out our tax returns (even when it may have seemed we could be in a pickle), this team go above your expectations and really do give you a "Klear Picture" of what's ahead and what to expect.Thank you so much for making things easy for us, even though there are a lot of behind the scenes work you do to exceed expectations.
Jemima Sumner
05:16 15 Aug 19
Had an amazing experience at Klear Picture. Coffee on arrival, tidy office and a very professional job with an excellent end result!! definitely coming back next year 🙂
Sam M
03:02 15 Aug 19
Nick and his team at Klear Picture have been amazing! We felt an enormous burden had been lifted off our shoulders after going through our tax returns and updated strategy recently. I have been a client for 3 years and cannot explain how happy I am with their services. Highly recommend!
Naomi Henderson
07:31 27 Apr 19
Wow!! Tresha, Nick, Kerrie and Carlos are just outstanding, we have been with Klear Picture for over a year now and we are highly impressed with the advice and trustworthy nature of all the staff we have experienced to dateFrom the setting up of our superannuation fund, tax returns, insurance and to Kerrie organising parking and booking appointments at last minute for us, I highly recommend.Tresha has a wealth of knowledge and gives excellent one on one service, not only does Tresha go through the ins and out she makes this very easy to understand, not only that the coffee and chockies in the boardroom are clearly on point.The company and the people make this the most personal and professional company when important decisions about your future should be madeSo thank you all at Klear Picture for everything and we hope a lot of other people engage your services
South Of Nowhere Pty Ltd
04:37 12 Apr 19
Klear Picture has played an important role in my financial decision making. Being a cautious, analytical and skeptical person, trust is important to me. Plus I am used to doing things for myself.Klear Picture is a practice like no other. When they say “we are here to help where we can” they actually mean it. I am so happy with the support I get. They shared research and information and tips for over 2 years at no cost or obligation, before I actually engaged them for accounting and property advice. I appreciate the knowledge sharing culture. It surprised me how much more control I have over my finances since having different finance experts to work with me as a group. I get the full picture now. Thank you everyone.
Danny Rafael
04:12 09 Apr 19
Treasha and her Team at Klear Picture has changed mine and my daughter's life in a positive direction, from the devastation of divorce to financial wealth and security with the confidence to start again. To rebuild with your personal dedicated team of professionals, that keep you up to date and knowledgeable every step of the way with their strategies and products is a God send.
michael Bradford
20:58 28 Mar 19
We have known the team for over 5 years now and over those 5 years they have always been awonderful help with anything that we ask about our finances and planning.With the Klear Picture team’s help, we were able to get our financials and goals in order and even be able to buy our first investment property with confidence. We also know what Super does and what to look out for when selecting investment options.For the entire process, they had an expert to assist us to help us understand before making any decisions. We like the many reliable resources we have access to and they work at our pace.Any questions that we have asked them or things that we need clarification on they have always been able to explain it so that we can understand which is important to us.There is never any question that is too big or to small that the Klear picture team of Advisors or a contact of theirs would not take the time to research or answer.We feel safer having all this help at our back and call. We’re excited about our future.
Hayley Wong
00:18 25 Mar 19
Got my mortgage with Klearpicture. They are very professional and approachable. They got me a very competitive rate and I will use them again in future if I need to re-finance.
Zoe Fidge
21:37 23 Mar 19
I’ve come a long way since meeting klear Picture.Guidance was personal and comprehensive.I am able to cover all areas of my finances from mortgages to insurances to Superannuation and estate planning, to even interviewing property managers for me.It’s helped me gain so much knowledge and take control of my future with minimal effort.Their focus has been different from other finance services who tend to tell me what to do rather than workshop different options and letting me decide for myself.Klearpicture’s holistic approach is unique and by letting me deal with different advisers, I really get the complete picture.Having a tax specialist, a lending specialist and wealth advisers working together as a team is so efficient and surprisingly affordable.It’s great to know I have all the resources I need to plan for the future.
Georgia De Boef
08:23 19 Mar 19
I have known Treasha since 2007. 12 years now and it has been an absolute pleasure working with her and her associates.In that time she had been a real asset to my future in my financial planning.It is rare these days to find someone so dedicated to going beyond their normal job scope.Treasha and her advisers had assisted me with lending, understanding super better, insurance research, planning ...and I am able to have a clearer view of what my future will be like and what I can do.I feel like she is more of a thoughtful friend then your typical finance person.She explains things in a way that l what starts as a challenge becomes really easy.It was natural for me to ensure my family were looked after well.So I sent my son to her. She helped my son kick start his life with an investment strategy that is saving him lots of tax.He has grown financially . I feel safe that she is looking after my son.I recommend Klear Picture because they are informed, caring and reliable.Thank you to Treasha and the Klear Picture team.
tanya tanya
04:26 20 Feb 19
Very professional and attentive service
