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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When people talk of assets, particularly their own, the first thing that comes to mind is usually their home. For most people, they consider this their most valuable asset. In some cases, their retirement savings, be it superannuation or otherwise may come in second, followed by other investments such as shares, managed funds or an […]
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It’s started. Over the next two decades, baby boomers are set to bequeath around $3.5 trillion, according to The Productivity Commission. This is the most significant intergenerational wealth transfer in Australian history. The question is: have you thought seriously about your part in this? Baby Boomer Wealth Accumulation Over the last forty […]
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The first six months of 2022 have been brutal for global financial markets, with equity markets recording the worst six-month start to a year since 1975. It’s no exaggeration to say we have just endured one of the worst six-month periods ever. The only worse six-month periods on record are the Great Depression, the […]
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