Financial Planning, Lending & Investment Advice

About Us

Founded in 2005, Klear Picture is a financial services organisation that brings together an experienced team of multidisciplinary financial advisors. As a result of our collaborative approach, our team can provide clients with guidance and assistance in financial planning, lending/mortgage solutions, and property portfolio development.

We aim to help clients achieve financial empowerment in all areas of their lives, from investments and risk management, retirement planning and property investing through to superannuation. No matter what stage of life you’re at, first time investor seeking advice or a middle aged worker looking to optimise your super, our financial advisors – who do not work for any bank, lending organisation or superannuation institution – can help you better utilise your financial resources to achieve more.

 

How Klear Picture Began – Written by Company Founder, Treasha Lim

My interest in the world of finance arose out of necessity. During the Asian Financial Crisis of 1998, my family fell into financial hardship. So I took it upon myself to learn everything about finances to help. The happiest achievement to date was developing and and staying focused on a financial plan, that enabled my mother to retire at 56.

Since 1998, I completed a Bachelor of Business Property (majoring in Investment Management) at RMIT University. Started in property research and marketing, then finance consultancy. This pivotal role ignited my passion for personal wealth management. Along the way, I acquired licenses and credentials in lending, financial planning and investment advisory. Studying and observing the financial behaviour of people from all walks of life were crucial to designing the Klearpicture program today.

While I see the merits of education, what I value very much today is the experience gained from over 18 years of exposure to the personal financial lives of thousands of Australians. First-hand observations taught me that knowledge alone didn’t make people financially better off. The right attitude and peers had a greater impact on people’s Financial Well-being. Working with various finance brokers, financial planners, accountants and investment advisors were useful ground work for the building of Klearpicture.

In 2005, KlearPicture started and my mission began. That was to build  a team that can become positive peers, not just advisers to our clients. Skills are easy to hire. Building a team that cares about making a difference and listens to the needs of client was the challenge. Thankfully we have accomplished that today.

I look forward to my team and I becoming your positive peers to design the life that you want.

 

Treasha’s Credentials

Qualifications

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Services (Finance / Mortgage Broking Management)
  • Bachelor of Business Property (Major: Investment Management) RMIT University
  • Diploma of Financial Services (Financial Planning)
  • Associate Diploma (Marketing & Management)

 

Licenses

  • Australia Credit Licence 387585
  • Estate Agent’s Licence 069287L

 

Memberships

  • COSL M0027283
  • Financial Planning Association (FPA)
  • Mortgage & Finance Association of Australia (MFAA) 44388
  • Graduate Member of the Australian Property Institute (GAPI)