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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Property, shares, crypto, the old holiday house and the family trust. What changes, what doesn’t, and what it costs, before and after. This week I wrote a short piece for The Bugle on what the Budget means if you own an investment property. This is the long version. It covers the rest of the balance […]
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Kiama Power, Gerringong Breakers, Jamberoo Cricket – and the quiet economics of a Saturday morning Cloudbreak Wealth is now a proud sponsor of three local sporting clubs: Kiama Power Australian Football Club, Gerringong Breakers Soccer Club and Jamberoo Cricket Club. Three codes, three towns, one postcode-sized patch of the South Coast. I want to […]
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What do President Trump’s tariffs mean for global markets? They’re having an impact already, and certainly not in a positive way. Here are four immediate impacts and their effects on markets. Indirect Tax on the Poor Tariffs, among other things, are an indirect tax on the poor. They disproportionately burden low-income households due […]
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