Klear Picture Wealth Advisors

Accounting, taxation, wealth & property advisory in Melbourne.

  • Strategies for sustainable growth
  • Compliance for greater peace of mind
  • Tax-efficient strategies to minimise tax
  • More automation to free up your time

Grow your business. Our team of business accountants and wealth specialists will get you moving in the right direction.

Book a free strategy session.

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Book a free strategy session.

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.

Klearpicture is top local choice for financial advisors and wealth management experts here in Melbourne. 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 KlearPicture today.

OUR MELBOURNE MANAGEMENT TEAM
melbourne wealth advisors

Why Local Representation Is Important When Investing in Australia

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Setting Up Your SMSF – Costs to Consider

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SMSF Property and Renovations

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Borrowing from your Superannuation Fund

Can I borrow from my superannuation fund? There are significant advantages to having a property in a Self Managed Super Fund (SMSF) with the most obvious being the tax rate for income derived in your super fund being taxed at a considerably lower rate than income tax (namely 15%) as well as the choice to …

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Investment Failures

Why do most investors fail? It has happened to most of us at some time or another: You’re at a cocktail party enjoying your drink and hors d ‘oeuvres and “the blowhard” happens your way. You know he’s going to brag about his latest “giant accomplishment.” This time, he’s taken a long position in Widgets …

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What are the biggest mistakes investors make?

Making mistakes is part of the learning process when it comes to trading or investing. Investors are typically involved in longer-term holdings and will trade in stocks, exchange-traded funds, and other securities. Traders generally buy and sell futures and options, hold those positions for shorter periods, and are involved in a greater number of transactions. …

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WHY KLEAR PICTURE SMSF ADVISORS?

Klearpicture applies the same unrivalled level of care, attention and expertise to every single one of our clients.

Our personalised, professional service sees us hand-pick the most fitting investments from multiple platforms and the leading providers, and deliver specialist advice, plans and strategies that align with your investor profile, goals and objectives.

We specialize in providing a range of advisory and investment services to help you achieve your financial objectives.

Your Name*

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Your Message

Melbourne's Leading Wealth Advisory Firm

Klear Picture Wealth & Tax Advisors Melbourne is located on 401/434 St Kilda Rd, Melbourne. If driving from Melbourne Airport (MEL) head northeast on Departure Dr. Continue on M2 to Southbank and then take exit 2 from M2. Departure Dr turns slightly right and becomes Tullamarine Fwy/M2. Keep right to stay on Tullamarine Fwy and take exit 2 for Kings Way toward Melbourne City/Montague St. Keep right, follow signs for Kings Way. Keep right and merge onto Kings Way. Drive toward St Kilda Rd in Melbourne by merging onto Kings Way. Keep right and turn left onto Arthur Street before turning left onto St Kilda Rd. Klear Picture Wealth & Tax Advisors will be on the left.

We are open Monday-Friday 9:00am - 5:00pm. For additional questions you can call us at (03) 9998 1940.

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