Cloudbreak Wealth is a boutique financial advisory firm focussed on delivering exceptional results for our clients.
Cloudbreak Wealth provides wealth advice, portfolio management and financial planning services to a diverse range of clients. We work in partnership with clients to provide a highly individualised service. We know that every client is different, and as such, care is taken to ensure we strike the best possible solution.
Cloudbreak Wealth work closely with our client’s team of professional advisers to ensure every angle is covered throughout the wealth management process. We provide comprehensive financial planning for whatever your stage in life. From tax-effective strategies in providing support to your children, to investment asset goal-setting, to portfolio construction and asset management. Planning is an ongoing, dynamic and essential part of every individual’s life, requiring educated input and constant monitoring.