Wealth Accumulation
Building the foundations on which to structure your wealth accumulation road map.
Wealth Management
Minimizing tax to free up cash flow for debt reduction and asset building.
Wealth Protection
It’s not worth risking more than you can afford to lose. See what we can do to help.
Get personalised financial advice & wealth planning from advisers who understand.
Get personalised financial advice from advisers who understand.
Get personalised financial advice from certified business advisers in Oakleigh.
WEALTH MANAGEMENT ADVISORS IN OAKLEIGH
At KlearPicture we believe the first step to any engagement is understanding ‘you.’ We’ll assess your financial situation and manage your investments to help you reach your growth goals. We’ll help you choose the appropriate insurance to protect you and your family. Is property the right investment for you? Grow your portfolio with the investments that help you reach your life goals.
Your superannuation could be your biggest asset. We can help you choose between SMSF and alternative super strategies. Our Abbotsford financial advisors can provide more than investment and retirement advice. Managing debt can help protect your future. Your tax position will be impacted by your investment and estate planning strategy. We can help you plan your investments with tax in mind.
Our Abbotsford financial planners & advisory services encompass far more than just money management and the placement of estate planning and other investments. We take a holistic approach to your situation, taking the time to really get to know you, your unique circumstances, and your goals and ambitions. The structure of your personal finances along with the decisions you make can have a significant impact on the outcome of your wealth. When armed with the right financial advice, our clients find themselves in a better financial position to achieve their life goals.
Our Abbotsford financial advice & planning is based purely on providing solutions that are entirely tailored to the individual. To us, each customer is not just another number – but each customer represents a solid relationship with our firm. We strive to create and foster strong partnerships with each of our clients to ensure they feel secure, comfortable, and confident in their financial advice & management.
Your financial advisory team will work closely with you to build the foundations on which to structure your wealth accumulation road map
WEALTH ACCUMULATION
Building the foundations on which to structure your wealth accumulation road map.
Most of us work every day to earn a living that involves trading time for an income. Your income from employment doesn't have to be your only source of wealth. You can increase your net worth and prepare yourself better for the future. Careful financial advice & estate planning allows you to pave the way for future passive income streams. By considering your investment objectives and risk appetite, we can show how accumulating wealth can extend beyond trading your time to earn and save. You’ll be surprised to discover how the financial resources you already have can start working for you.
Working with our Oakleigh financial planners is characterized by a professional, secure and transparent relationship. Your financial planning situation is incredibly important – that’s why we’re so committed to providing an exceptional financial advice service by our financial planners. When you work with KlearPicture, you work with real people, where you have real conversations. Regardless of your current situation, our expert certified financial advisers will be there for you, every step of the way. KlearPicture delivers guidance that will stand the test of time. We’re motivated by making a fundamental difference to people’s finances and their Oakleigh lives. Passionate about providing secure, successful financial plans, our certified financial advisers are knowledgeable, experienced, and committed to helping you meet your goals.
Understand how different asset classes can be introduced to your portfolio over time.
- Managed funds
- Direct Shares
- Gearing
- Direct Property
- Indirect Property
- Development
- Business Acquisition
- Superannuation
- Self-Managed Superannuation Funds
Contact us for accurate and current financial advice on your accounting and taxation requirements. We work for both you and your business.
Take Greater Control With Professional Wealth Management and Financial Guidance
Learn when is the right time is to invest, and how to build a customised investment portfolio with your choice of managed funds, professionally managed model share portfolios, direct shares, and cash. Model share portfolios can provide a simpler and efficient way of gaining exposure to direct shares, while still enjoying the benefits of professional investment and estate planning management. With dedicated administrators performing all custody and administration functions, including trade execution, settlement, corporate action processing, and tax reporting, you can have peace of mind in our financial adviec & expertise.
WEALTH MANAGEMENT
There are numerous strategies to minimise the tax you pay - ways to put more of your tax dollars towards investing and debt reduction.
Tax-Savvy Investing & Planning in Oakleigh
On top of their other benefits, model share portfolios can improve tax effectiveness. Investors do not inherit 'embedded' capital gains when investing and as a result, asset transfers may not trigger capital gains tax (CGT). Investors also receive dividends and franking credits as they are earned and losses (including the CGT discount) and can be utilised as they are incurred.
Discover How:
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Superannuation can maximise your tax position
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You can minimise your income tax while increasing your investment returns
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The right structures and investment methodologies can maximise your investment potential
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Franking credits can help you in your share portfolio
When it comes to financial planning in Oakleigh, there really is no substitute for experienced assistance to receive the right financial advice. We develop and deliver strategies every day, that enable our clients to achieve and exceed their goals.
Once we’ve successfully agreed upon a plan, we’re here for the long run. Implementing your strategies is easy when you have an expert on your side. The beauty of working with a holistic Oakleigh financial planner company is that we can provide ongoing, attentive support while you implement your sound expert guidance. Whether you encounter significant problems or have small questions, we’re always available to call upon when you’re a client of ours. As you continue to move through the different stages of life, you can rest assured knowing you’ve got a particular team of experts to walk you through every step of your financial plans and objectives.
It’s not worth risking more than you can afford to lose
WEALTH PROTECTION
At the end of the day, the goals are simple: safety and security.
Life is full of uncertainty and risk. Though we feel in control of what we do today, there is always the possibility that something unplanned could occur like injuries or ill health. Adequate protection can prepare for these unforeseen circumstances. It is vital that in pursuit of financial goals you establish the areas which would be at risk should you be unable to work, and develop a plan to control or transfer these risks.
We are always here to guide our financial planning customers on their unique journey. For ideas on how to get started or to book a consultation with one of our financial planner Oakleigh experts today, call us on (03) 9998 1940. KlearPicture are pleased to be one of Oakleigh’s most trusted holistic financial planners, prioritizing those who are looking to optimize their plans. If you’re looking for the most reliable financial advisors we have to offer, look no further than KlearPicture.
We have more than just a deep understanding of financial advice services for Oakleigh locals. We understand people. We’ll work with you to understand how you live (and want to live) now, as well as develop strategies to recommend actions that will achieve your vision for the future.
Our Financial Planning Services
Our expertise is broad, including cash flow modeling, developing share portfolios, investing in property, superannuation strategies, and tax efficiency. We’re also able to draw on the expertise in our sister companies — companies specializing in mortgage lending and specialist investment property guidance.
Risk Retention
This is self-insurance where the risk can be handled for less than the cost of going through an insurance company. Working with our financial planners is characteried by a professional, secure and transparent relationship.
As award winning financial advisers, and financial planning experts 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. Would you like to organise your finances with a financial adviser so that you can comfortably afford that yearly vacation? Perhaps you’re wondering about the best way to guarantee a sizable retirement fund. Of course, it may be an even longer-term priority such as a private school fund for your children.
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 solution. 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. Many larger corporations offer a number of set ‘packages’ that claim to target specific goals. However, with so many factors involved in each specific case, the success of these pre-designed plans is far from guaranteed.
Risk Transfer
If a given risk comes to pass, the resultant insurance claim can leave you and your family in the exact same financial position after a loss of your ability to generate sufficient income.
We can help you assess your lifestyle, family, business and financial commitments to ascertain what sort of protection could give you, your family and business partners peace of mind.
For wealth management and creation, you need access to solid wealth creation strategies that will work with your goals and financial situation to get results. Quality financial planning services provide you with investment strategies & estate planning that are geared towards your goals. We believe in giving you choices and offering you advice and education so that you feel confident and strong about the decisions that you are making with your money. From advice on cash flow administration to property investment – we can help and make sure there are no conflicts of interest.