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Portfolio Management

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Clear Tax Accountants

Portfolio Management Melbourne

Clear Tax is here to help you create better opportunities across your wealth portfolio. Our experienced portfolio investment managers can identify better strategies for investment that more readily align with your lifestyle and goals.

Our investment portfolio managers will give you qualified advice across the life of your portfolio, helping you understand and manage risk. In the end, you’ll be able to create more wealth with sound investments.

Asset Allocation

The best portfolio management strategy is a diversified one. We can help divide your portfolio among different assets, including shares, bonds, cash, and property. This allocation can change depending on where you are in life.

Research And Analysis

We undertake thorough research and analysis of investments and market conditions to drive better results for our clients. With our information, you can make qualified investment portfolio management decisions.

Portfolio Reporting

We believe in our results, and want to be accountable for them. Through our portfolio reporting process, you’ll get a clear look at what is working and what could be improved across all of your investments.

Clear Tax

Portfolio Management Strategies In Australia

Investment portfolios can be complex and difficult to manage. At Clear Tax, we strive to take the stress out of this process, giving you advice on how to best manage yours. We take pride in helping people manage the ebbs and flows of the market with confidence.

To begin, we work with you to understand your goals and objectives, discerning what it is you want to achieve with your investments. We can help you grow wealth, create long-term investment income, and protect your assets.

Our portfolio management advice comes from years of experience in generating positive outcomes for our clients. Your success means our success, and we’re in your corner to help you create the best strategy for you.

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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 Property Investment Strategies For You

We work with wealth-minded individuals to create investment portfolios that drive towards real results. Your success is our endgame, and as your portfolio advisors, every task we undertake will be working towards this.

To this end, we will always work within regulatory, legal, and ethical boundaries. We will never recommend an investment strategy that will pose adverse risks to your or your assets. 

Frequently Asked Questions

About Portfolio Management
Below are answers to some of the most common questions our portfolio advisors get asked.
  • What is investment portfolio management, and why is it important for Australians?

    Investment portfolio management is the process of creating and maintaining a diversified portfolio of assets. It’s important for Australians at all stages because a well-managed portfolio can help you achieve your financial goals, whether that’s saving for retirement, building wealth, or generating a regular income.

  • How do I choose the right investment portfolio manager in Australia?

    When selecting an investment portfolio manager, it’s important to consider their track record, experience, and investment philosophy. It’s also a good idea to check their qualifications and credentials, such as whether they are licensed by the Australian Securities and Investments Commission (ASIC).

    The team at Clear Tax meets all of the above requirements, and we’d be more than happy to share our experience with you.

  • What are the risks associated with investment portfolio management in Australia?

    Investing always carries some level of risk, and investment portfolio management is no exception. Some risks associated with investing in Australia include:

    • Market volatility, such as those seen in the GFC
    • Inflation – an increasing issue today
    • Interest rate changes
    • Geopolitical events like trade disputes and war

    Additionally, certain investment products, such as stocks and real estate, may carry higher risks than others. At Clear Tax, we’ll always outline all of the risks when presenting an investment strategy to you.

  • How can I monitor the performance of my investment portfolio in Australia?

    To monitor the performance of your investment portfolio, you can review your investment reports regularly and track the returns of each investment product. You may also want to meet with your portfolio manager regularly to discuss your investment strategy and make adjustments as necessary.

    Portfolio reporting and constant communication are two of the core tenets of our investment strategy service. We’ll always keep you informed and in the loop.

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