Wealth Advice

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

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

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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.

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 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.

Come join the journey with us. 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.

Advantages of our license with Klear Picture Wealth

We’ve partnered with our Klear Picture Wealth Advisory team to offer tailored solutions for your wealth ambitions. Their exposure to Australian and, importantly, international markets, in conjunction with transparent investment approaches, provide innovative and personal solutions via high-quality investment strategies. This provides you with the opportunity, should you choose, to be as active as you’d like in directly managing your own wealth portfolio. While this is advantageous in many ways, 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 are not aligned with any other stakeholders. Their license enables them to provide restriction-free, and therefore, accurate and truly well-balanced advice.
  • Klear Picture's fees are competitive and we know that this is very important to you.
  • Since Klear Picture concern themselves with day-to-day management of your investment, this allows us to maintain our focus on your individual goals and other financial services, just like we always have.
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WEALTH MANAGEMENT ADVISORS IN MELBOURNE

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 financial advisers can provide more than investment and retirement advice. Managing debt can help protect your future. Your tax position will be impacted by your investment strategy. We can help you plan your investments with tax in mind.

Our Wealth Advisory service encompasses far more than just money management and the placement of 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 personal wealth. When armed with the right advice, our clients find themselves in a better financial position to achieve their life goals.

Your 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 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. 

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 advice on your accounting and taxation requirements. We work for both you and your business.

Take Greater Control With Professional 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 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 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

​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:

  • Superannuation can maximise your tax position

  • You can minimise your income tax while increasing your investment returns

  • The right structures and investment methodologies can maximise your investment potential

  • Franking credits can help you in your share portfolio

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.

 

Risk Retention

This is Self-Insurance where the risk can be handled for less than the cost of going through an insurance company.

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.

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