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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Your ability to earn income is by far your greatest asset and protecting it, is the cornerstone to wealth creation. As of October 1st this year, there are real changes coming to insurance which will change the way income protection is handled. This follows a review by APRA into the sustainability of insurers. The bad […]
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This (financial) year, there are quite a few changes to the super rules and caps. Fortunately, many increase the opportunity to get more money into the tax-effective super environment. Here’s a quick run-down of the main changes that could potentially help you to save tax and make your money work harder: 1. Employer super […]
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End of Financial Year! It was a busy last quarter for the Cloudbreak team leading up to the end of financial year. This period always involves finalising strategies and adjusting portfolios. With the team navigating the minutiae of legislation – some of which is changing – it saw plenty of collaboration across our business. At […]
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