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.
More about us
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.
Learn more
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.
Learn more
Wealth creation is important and relevant to everyone, regardless of your stage in life. As with most things, planning early makes a big difference.
Learn more
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 […]
Read more
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 […]
Read more
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 […]
Read more