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Wealth Creation

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Clear Tax Accountants

Wealth Creation Services

Clear Tax provides premier wealth creation strategies for individuals at all stages. With the right advice and the right financial strategies, you can make better investment decisions leading to fast wealth creation.

Our wealth creation accountants will work with you one-on-one to understand your goals. We’ll assess your current position and where you’d like to be, and then give you investment strategies that can help move you towards these targets.

Portfolio Management

A key wealth creation strategy is investment portfolio management. We can help you understand which of your investments are working, and what could be new and better opportunities for investment.

Property Investment

Commercial and residential property is always a great long-term investment in your future. We can give you tried and tested property investment advice that can help you generate better yearly returns than other avenues.

Tax Structuring

As your wealth grows, so too do your tax obligations. We can help you structure your tax for peak minimisation, ensuring that you are only paying what you need to under current tax laws

Clear Tax

Wealth Creation Strategies In Australia

At Clear Tax, our wealth creation accountants have decades of experience creating opportunities for clients. From portfolio management, to structuring the tax you pay, we know what it takes to generate the best results.

We apply a bespoke approach to wealth creation for one simple reason – no two individuals are alike. We’ll work with you to understand your specific needs and give you a solution that works towards what you want.

We have a wealth of experience in helping you plan for the next stage of life. When you collaboratively work with us, you’ll discover all of the many opportunities available to you, while we keep you within the boundaries of rules and regulations.

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5 Star Google Review

Read reviews of our accounting and financial services

What Our Clients Say About Our Melbourne Wealth Creation 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 Wealth Creation Strategies For You

We work with business owners and individuals to help them understand their current financial position. From here, we can generate wealth creation strategies that deliver better returns than owning a business ever could.

We always operate within legal, ethical, and regulatory requirements – without exception. Our wealth creation strategies are no different. You can always trust that we will recommend a course of action that mitigates risk for you and your assets.

Frequently Asked Questions

About Wealth Creation
Below are answers to some of the most common wealth creation questions our accountants get asked.
  • What are some common strategies for wealth creation?

    There are many strategies that Australians can use to create wealth, such as investing in property, shares, and managed funds. Additionally, regularly contributing to a superannuation fund can help to ensure a comfortable retirement.

  • What role do taxes play in wealth creation in Australia?

    Taxes can have a significant impact on wealth creation in Australia, as the country has a progressive tax system that requires higher earners to pay a higher percentage of their income in taxes. 

    However, there are also a number of tax incentives and deductions available to those looking to build wealth, such as negative gearing on investment properties and tax deductions for certain types of investments.

  • What are some potential risks associated with wealth creation?

    As with any investment or wealth-building strategy, there are always risks involved. For example, investing in property can be risky if the property market experiences a downturn, and investing in shares can be risky if the stock market experiences a crash.

    At Clear Tax, we work hard to make sure you aren’t exposed to any undue risk. We always consult with you before taking a course of action, so that you can fully understand what you stand to gain or lose.

  • How important is financial literacy for wealth creation in Australia?

    Financial literacy is crucial for anyone looking to build wealth. It is important to have a good understanding of financial concepts such as budgeting, saving, investing, and managing debt. This can help individuals to make informed decisions about their finances and avoid common pitfalls that can derail wealth-building efforts.

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