Founder of Klear Picture Pty Ltd
Development Consultancy & Fund Management
Treasha’s multidiscipline advisory roles spanning 20 years ranged from Property Advisory, Mortgage Management, Wealth Advisory and Funds Management.
With the financial services industry’s increasing complexity and compliance requirements, Treasha recognised that clients would benefit more from a team of experts rather than a sole financial planner. So, Treasha continually ensures the Klear Picture team remains ahead with compliance, qualifications and expertise.
Klear Picture is about equipping clients with resources to better question finance experts and make savvy financial decisions. As clients and markets change, Treasha ensures that Klear Picture is at the forefront and expands its expertise and service offerings accordingly so that clients are able to look after all areas of finance and, throughout their financial lives.
Treasha is the conduit between Klear Picture and Klear Picture’s valued clients. She works closely with her cohesive team of experts to ensure Klear Picture delivers honest, affordable and tailored wealth solutions that transforms lives for the better.
“The most rewarding part of being the founder of Klear Picture is witnessing clients having a good experience. The journey often starts with a client visit as a stranger, throwing us curve ball questions to test us, sometimes hostile, sometimes cheeky…then not long afterwards …many of them become friends for life. Such positive feedback gives me assurance I am doing something good… and something right.”
B.Bus ADFS (FP)
Klear Wealth Pty Ltd ABN 84 643 232 099
Authorised Representative of New Horizons AFSL 522392
Authorised Representative No1240942
Carlos holds a Bachelor of Business in Commerce (Economics, Finance and Accounting) and is passionate about helping clients protect, improve and manage Wealth. Carlos works closely with clients to develop investment portfolios and strategies for their future.
Prior to Wealth and Risk Management, Carlos managed a chain of Priceline and then Subway stores to put himself through University. His sense of responsibility, hard work, and care for others has built great trust among our clients.
Regardless of which stage you’re at in life, Carlos patiently works with you to develop a plan and diligently researches strategies that help you to achieve the life you want.
Client Services Manager
I graduated with a Bachelor of Teaching/Bachelor of Arts and started my career in Primary School Teaching because of my love for children and an aspiration to make a positive difference to others. Very quickly, it was apparent that I was too polite to make kids listen. So, I ventured into client services and accounts management roles in the I.T. and Pharmaceutical sectors. Something was still missing.
In 2015, I returned from a 4-month Eat, Pray, Love vacation in Central America and was introduced to Treasha Lim founder of Klear Picture at a social event. Within a week Treasha contacted me with a job offer. Her pitch was, “Your aspiration to help others is needed. Come start work with me next week.”
It’s been 3 years since being immersed in the world of Financial Services with Klear Picture. What an unexpecting yet personally fulfilling journey! The learning never stops, and the job scope is ever expanding. What gives me tremendous satisfaction is our culture of making a positive difference to the lives of others.
Improving financial lives benefits everyone so I get to meet a variety of clients. Connecting with others at this deeper level provides immense gratification. The highlights of my role as Client Services and Lending Manager is being able to deliver good news on momentous occasions like securing finance for a new home, and also supporting clients through challenging times in their personal lives. Clients become friends and this meaningful level of connection is rewarding to me.
Head of Property Advisory
Director of Acquisitions & Development
Trustee for Klear Picture Capital APAC Unit Trust