Wealth & Financial Advisor

Let us grow your wealth so you can get on with doing what you love.

  • Choose how and when you retire
  • Manage & reduce debt
  • Pay less tax
  • Pay off your home sooner
  • Free up your time

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

Book a free strategy session.

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Who we help

We advise a select group of successful professionals, business owners and jet setting retirees.

Klear Picture clients have a life and are time poor.  They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert advisor to protect and build their wealth.

Klear Picture clients want independent, ethical advice not aligned with a large institution or product provider.

What makes us different

We are one of Australia’s few truly independent private wealth management businesses. Our multi-disciplinary advisors come from successful careers in investment banking and accounting and are among the best in the country.

Klear Picture cannot provide services to everyone – we only accept a select number of private individuals and families for whom we know we can add significant value.

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 the right wealth advice from advisers who know your business

Our unrivalled commitment to you has always been the personable approach we take to understand your financial needs. It is this approach, combined with our extensive experience and depth of knowledge, that we are ready to take our relationship with you further. We are now proudly licensed to expand our services – to act as your financial wealth advisor through our licensee.

We are determined to help build your long-term wealth and develop financial goals tailored to your needs through varied investment strategies. All clients can benefit from this new service from those seeking to invest now or in the future, from those who are seeking super options including self-managed super funds, from retirees or those nearing retirement, or those who need a little help in starting their savings plan or developing their long-term financial security.

Get personalised wealth advice from advisers who understand your business.

Wealth Advisory Services

Our range of services offer comprehensive, personalised solutions for your wealth health:

  • Wealth building and financial planning strategies
  • Continual portfolio advice and administration
  • Superannuation options, including*:
    • Self-managed superannuation fund (SMSF)
    • Retail Super Solution
    • Limited recourse borrowing
    • Re-contribution strategies
  • Life insurance and life-risk products
  • Investment strategy, including strategic asset allocation
  • Debt management
  • Estate planning
  • Retirement strategies, including transition planning
  • Business financial planning, including:
    • Business real property transfer advice
    • Succession and inter generational strategies and planning for businesses
  • Personal and business insurance needs.
All these services are achieved and managed through wide-ranging investment products. These include Australian and international shares and derivatives, government debentures, stocks and bonds, and superannuation products. *AFG, for example, offers an innovative super product. The Klear Picture is for people who want to be more active with their Superannuation through a more guided approach.

Get personalised wealth advice from advisers who understand your business.

Why choose our Wealth Advice service?

The question really is why not?

At Klear Picture, we offer more. As your financial solutions provider, we believe in going on the full journey with you. Our new wealth advice service is the next level. This allows us to realise your immediate and long-term goals and establish your wealth and super plans for the future. Our wealth advice service offers comprehensive and tailored solutions that include:

  • Assessment of your current financial position
  • An articulate Statement of Advice
  • Execution of your approved strategy
  • Proactive management and monitoring of all investments
  • Continual assessment and review advice

With these fantastic offerings, there is no reason to not let us help you grow your wealth. Our wealth advice is not just a one-time experience. We are in it with you on the journey, providing continual guidance as we go along.

Call Klear Picture Wealth Advice right now on (03) 9998 1940 or complete the form below.

Get personalised wealth advice from advisers who understand your business.

Benefits of Working With Klear Picture

 

We offer tailored solutions for your wealth ambitions.

Klear Picture is not a traditional financial planning service.

We provide a team of experts and advisers with a broad range of expertise necessary to design your holistic plan.

Other advantages of this exciting partnership include:

  • Access to superior and current research and data that enables us to provide informed and immediate advice. They have the infrastructure to support analyses of market data from around the world sagely and quickly.
  • Importantly, their values and culture were required to match ours so that we were confident that you receive consistent, credible and consummate services and strategies.
  • Klear Picture is not aligned with any banks or Super institutions.
  • Klear Picture provides a flat fee for service as our advice is not commission driven.
Book a free strategy session.

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