Financial planning should be enjoyable and rewarding.
Book appointmentCloudbreak 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 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.
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Retiring can be one of the most stressful events in your life. We map out the steps you need to take, so you can gain some clarity and face the future with confidence.
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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.
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Wealth creation is important and relevant to everyone, regardless of your stage in life. As with most things, planning early makes a big difference.
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New year’s resolutions are made with the best intentions. Unfortunately, they are not usually followed through. There are many reasons why this might be the case. Here are 5 ways to help you overcome the challenges and succeed with your financial new year’s resolutions, and financial goals in general. 1. Make Your Resolution a ‘Real’ […]
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Let’s face it, the majority of the population spends their working life, building wealth and looking forward to that day, sometime in the future, where they can pull up stumps and enjoy the fruits of their labour. A few tweaks here and there can add great value to not only your bottom line, but also […]
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Performance It was another positive quarter for equity markets globally, rounding out a very strong calendar year. Market returns for the period were as follows: ASX200 +1.53% S&P500 +10.65% NASDAQ +8.28% Before we go on, it’s worth mentioning the disparity between Australian market returns and the US. Once again this highlights the importance of investment […]
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