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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In February of this year, the Federal Government announced proposed changes to taxation of superannuation balances above $3m. As with most proposed legislation changes, there has been concern, confusion, and lots of noise around the matter. Key Points: At this point, they are nothing more than proposals. The proposals relate only to any balance […]
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On Friday March 3rd, we welcomed a selection of very exciting small-cap companies to our annual conference to present to a wide range of investors. Held at The Pavilion in beautiful Kiama, it was a very informative half day of presentations, followed by networking drinks. Below is a video summary of the day, as well […]
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It was another volatile quarter to start the calendar year. Markets globally rallied for most of January, however, February and March were different stories. Focus globally is still very much on interest rates, however, this quarter saw a new issue emerge – that of a potential banking crisis. ASX […]
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