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Clear Tax Accountants

Financial Advisory

If you’re looking for a more stable, long term future outlook for you and your family, financial advisory services can help. Accounting and financial advisory go hand in hand, and can give you the strategies you need to succeed.

At Clear Tax, we work with people looking for greater success by taking stock of their specific situations. When we understand your goals, we will give you tailor-made strategies to grow wealth into the future.

Wealth creation

You’ve had a career as a business owner or in the workforce, and now you want to create wealth on your own terms. Our wealth creation strategies can give you new ways to develop your portfolio.

Future planning

Whether you’re looking to retire or plan your estate for the next generation, we can help. From downsizing and retirement transition to setting up family trusts for your children, future planning can set you up for life.

Investment strategies

You can find greater success in investment even if you are still working. We can help you strategise salary sacrifice and negative gearing – we can even give you qualified advice on how to most effectively and efficiently pay off debt. 

Clear Tax

How We Undertake Financial Accounting Advisory

At Clear Tax, our expert accountants are highly experienced in managing personal financial advisory matters. We specialise in long-term wealth planning to give you stability and confidence, no matter what stage of your life.

Your money should work for you, and we can help it along. Our financial consultancy services can help you maximise your returns while avoiding adverse risks. This is your first step on the road to financial freedom.

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5 Star Google Review

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What Our Clients Say About Our Melbourne Financial Advisory Services

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I have worked with Clear Tax Accountants in Richmond Melbourne for about one year. They have managed my returns, my Jobkeeper, my grants and all they have done very professionally and are a wonderful friendly group of friends. I recommend them if you’re considering an accounting firm.
Matthew Joscelyne
Australia House
Great job to all of your Clear Tax teams. As the name states its been a very clear advice and efficient. Always helpful to develop our business via free seminars. Great job guys.
Anand Shanmugam
Oporto South Morang
I have been dealing with Yuvraj for number of years. His personal, professional and prompt service is second to none, one of the many reasons i have referred her to my clients and friends. will continue to do so. Without a doubt, 5 star all the way.
Vanessa Le
Zon’x Group
Their services are dependable, quick, and reasonably priced. They keep me informed about new tax legisaltion that may affect my position and will assist me reduce the amount of tax I owe or maximise my refund. I’m certain that my taxes are being handled in the most efficient manner possible. Thank you very much!
Sankirth Sunil
Highly recommended clear tax accountant. Ash and Manish and the team are providing the best services in Melbourne, extremely helpful, knowledgeable and professional. They are very responsive and answer all your queries. Always happy with their work so thank you very much.
Jirada Ponpetch
Ash and Yuvraj are a great team. They genuinely care and help people. They are professional and friendly. No matter how busy they are, they will always get back to you. I have called Ash few times and he has always called back irrespective of the time, always chirpy even over the phone. I would highly recommend their team.
Gladys Rodrigues
Ash and the team at Clear Tax have been absolutely spot-on for me and my business. Thorough, informed, approachable and, above-all, affordable, their company provides an incredibly refreshing and forward-thinking alternative to the more ‘old-school’ accountancy firms. Thank you for helping me in an area of business I do not love!
Roman Singh
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!
Jacqueline Chatlin
Excellent Service & help with all aspects of my accounts. Working as a micro-business I have little time to spend on accounts and the team at Clear Tax Accountants have looked after me brilliantly from the very beginning. I feel I am in safe hands and they answer queries in a very straightforward manner so I understand everything in order to decide what to do best for my business. Delighted with Ash and Yuvraj. Thank you!
Amandeep Maan
Bit Expert
We are delighted with the service Ash and his team at Clear Tax Accountants has afforded us since we joined them. They are very forward thinking utilising new software apps and technology. Most importantly for us, they are always accessible to help and answer our queries, as well as taking the time to get to know more about our business, Government Grants and how it works – a rare thing!
Jacqueline Chatlin
Blaykley
Clear Tax Accountants

Choosing The Right Financial Advisory Strategies

Financial advisory strategies won’t be the same for any two people. We always apply a bespoke approach to financial advisory, ensuring that you get the absolute best in service and advice pertaining to your situation.

We work ethically and legally with our clients to help them find more successful outcomes. With a collaborative approach, we’ll work with you to help you understand the risk and employ safe and sound strategies.

Frequently Asked Questions

About Financial Advisory
Below are answers to questions that our financial advisors have received over the years.
  • Why do I need a financial advisory?

    Financial advisory services can give you the best possible chance for success in the future. A quality financial advisor will take stock of your situation and deliver strategies that work with your needs and goals. Doing it yourself is very limiting in terms of scope.

  • What is financial advisory?

    Financial advisory is a series of strategies and methods that can be used to grow wealth and set you up for the future. Financial advisory can be fairly broad depending on your situation, and can cover elements of retirement planning, wealth creation, investment strategies, and estate planning.

  • What questions should I ask my financial advisor?

    It’s always good to come prepared to an initial consultation with a financial advisor. Here are some questions we recommend asking when you sit down together:

    • How do you approach investment?
    • What are your experience and qualifications?
    • How will our relationship work?
    • What are some benchmarks that we can set?
    • What are the tax implications of my strategy?
  • Can I consult a financial advisor if I’m still working?

    Absolutely. Financial advisory is recommended for all high income earners, no matter if you are working, recently retired, or are well into enjoying retirement.

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