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401/434 St Kilda Rd, Melbourne VIC 3004

Phone: (03) 9998 1940

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401/434 St Kilda Rd, Melbourne VIC 3004

Phone: (03) 9998 1940

Home
Our Team
Services
SMSF
- SMSF Setup
- SMSF FAQ Guide
Forms
Blog
Contact
Wealth Advice

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Klear Picture

KlearPicture are a Melbourne based financial advisors and wealth management experts with over 20 years of experience. We specialize in Accounting & Taxation, Business Advisory, Superannuation including Self Managed Super Funds (SMSF), Private Wealth Advisory, Lending & Capital Raising.

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Google Rating

5.0

Based on 19 reviews

Klear Picture Wealth & Tax Advisors Melbourne

5.0

Tom G

04:39 16 Oct 19

Great service and approach

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.

Paul Mazzeo

03:38 14 Sep 19

Marlene Bekker

02:51 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.

David Diack

08:38 28 Aug 19

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 return Thanks !

Kelly Young

08:40 21 Aug 19

The entire team at Klear Picture are a fantastic team to work with! I’ve seen some great results, they keep me informed & are always there to answer my questions and guide me along my financial journey. Highly recommend them for your financial planning needs!!

Nesrine Kettle

06:50 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 made So 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 a wonderful 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

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Address: 203/517 Flinders Ln, Melbourne VIC 3000
Phone: (03) 9998 1940
Email: info@klearpicture.com.au

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Information contained herein has been secured from sources Klear Picture believes are reliable, but make no representations or warranties as to the accuracy of such information and accept no liability. We suggest that you consult with a tax advisor, CPA, financial advisor, attorney, accountant, and any other professional that can help you to understand and assess the risks associated with any investment.

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