Investment

"An investment in knowledge pays the best interest"
- Benjamin Franklin

We provide expert advice on portfolio construction, implementation and management. With access to domestic and international investment markets, we create bespoke portfolios with your personal investment objectives the focus. We work closely with your accountant to maximise after-tax returns through the appropriate structures. Our comprehensive portfolio management service means the administration function is taken off your hands, and your accountant gets access to all activity on your portfolio throughout the year.

29 Collins Street Kiama NSW 0429 336 616

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Cloudbreak Wealth is a Corporate Authorised Representative of PGW Financial Services Pty Ltd AFSL: 384713

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