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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Performance It was a flat quarter in terms of market performance with the Aussie 200 rising 0.25% which is almost identical to the US market with the S&P500 rising 0.23%. Tech came under some pressure towards the end of the quarter, with the NASDAQ -0.51%. In the same time the Aussie dollar declined another 3.6%. […]
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These days, we have a wealth of information at our fingertips. So, checking your investments is easier than ever. But even with a positive investment return over the long-term, checking your portfolio too frequently can make you feel unhappy. Humans have a tendency to not only register negative occurrences more readily, but also to dwell […]
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For several reasons, investment bonds are being increasingly utilised by a broad spectrum of the public. Some of the motives behind making use of investment bonds include: I want to put money aside to help the kids (or grandkids) in future I want a smart way to fund the kids’ education I can’t […]
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