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 late March the federal government released their budget for 2022/23 and as you would have guessed it was certainly geared towards announcements that will appeal to the voters, given an election is not far away. For once, superannuation was generally left alone as topics such as cost of living, personal and business taxation, healthcare […]
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Performance There were several factors at play in the first quarter this year around the world that saw equity markets sell off. Not least of these was the Russian invasion of the Ukraine – more on that below. Secondly, the US Federal Reserve raised the target fund rate for the first time in three […]
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Summary: Be careful of financial advisers that claim to be experts in aged care advice. You may think you’re ‘buying a unit’ in a retirement village when in fact you’re lending a property developer your money, unsecured and interest free. Many retirement village contracts can be a terrible (financial) deal. There is a tool […]
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