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 NASD...
Learn more
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 ...
Learn more
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 fut...
Learn more
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 f...
Learn more
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 potentia...
Learn more
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 –...
Learn more
This quarter saw fresh all-time highs for the US market – again – and the Australian market also reset the record for its all-time high on June 16th at 7,406.2 for the ASX200, having now fully recovered from, and exceeded the pre-covid hig...
Learn more
Cloudbreak – Tribeca Lunch In May we were fortunate to host the team from Tribeca Investment Partners for a client lunch here in Kiama. Tribeca is one of Asia’s most successful fund managers with a high-quality team and stellar track record. ...
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 now...
Learn more