Cloudbreak Wealth is a boutique financial advisory firm focussed on delivering exceptional results for our clients. We provide highly personalised financial advice, share trading, portfolio and wealth management services.
We do things differently
We pride ourselves on understanding you. Everything that is important to you, and how that relates to your financial situation forms the basis of our advice. From here we apply our years of experience, our knowledge and our research to deliver your best possible solution. No two people are the same, and this is why we take a highly personalised approach when assessing your situation, as there are likely to be any number of possible solutions.
We love investment markets and investing, as do many of our clients. Most of our clients have us manage the whole investment process, and we also have clients who like to be active in their investments.
Moving into our new office at the beginning of the year, we spent hours (cumulatively, probably days) on the phone to the large telcos trying to get the NBN connected. It was infuriating and a complete waste of our time. After 2 MONTHS of getting nowhere, we contacted a small, independent provider who hooked us […]
The headline above is a very common question that I hear all too regularly. It’s usually followed with a question along the lines of: “is there a better alternative that I don’t know about?”. The short answer to this question is: yes. The purpose of this blog is to highlight and explain some other options […]
Property and Shares – Which is the Better Investment? Or Should You Own Both?
Property as an asset class has its place in any portfolio. As Australians we tend to make the property weighting very high, usually by acquiring the family home then adding investment properties. There are many factors influencing this, and the purpose of this piece is to examine the investment merits. Does property stack up as […]