Cloudbreak Wealth
125 Terralong Street, Kiama, New South Wales 2533
About the Business
Welcome to Cloudbreak Wealth, a boutique financial advisory firm located in the beautiful town of Kiama, Australia. Situated at 125 Terralong Street, our establishment is not only a point of interest but also a trusted partner in building wealth, investing, and retirement planning.
At Cloudbreak Wealth, we believe that financial planning should be enjoyable and rewarding. Our team of experienced advisors is dedicated to delivering exceptional results for our clients by providing highly personalized financial advice, share trading, portfolio management, and wealth management services.
What sets us apart is our commitment to understanding you and your unique circumstances. We take the time to listen and learn about what is important to you, as well as how it relates to your financial situation. This forms the foundation of our advice, which is then tailored to your specific needs. With our years of experience, extensive knowledge, and thorough research, we strive to deliver the best possible solutions for you, as we understand that no two people are the same and there are countless possibilities to explore.
Recently, we had the pleasure of hosting our annual conference where we invited a selection of exciting small-cap companies to present to a diverse group of investors. Held at the stunning Pavilion in Kiama, it was a half day of informative presentations followed by networking drinks. To get a glimpse of the event, you can watch the video summary on our website.
In terms of market updates, the past quarter has seen some volatility. While global markets rallied in January, February and March presented different challenges, with the focus shifting towards interest rates and the potential for a banking crisis. Rest assured, our team stays up-to-date with these developments to ensure we are equipped to guide you through any market conditions.
When it comes to assets, we understand that your home is often considered your most valuable. However, we also recognize the importance of retirement savings, such as superannuation, and other investments like shares and managed funds. Our comprehensive approach takes into account all of your assets, helping you make informed decisions to secure your financial future.
If you are looking for a trusted partner in wealth management, investing, and retirement planning, Cloudbreak Wealth is here to assist you. Contact us today to schedule a consultation and experience our highly personalized approach to financial planning.
Photos
Contacts
125 Terralong Street, Kiama, New South Wales 2533, Australia
Opening hours
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Josh Sweeny has been managing our Superannuation accounts for the last few years, his communication is always prompt and his services are professional, friendly, affordable and reliable. Previously our Super was managed by a much larger company however we found them more expensive (fees) and difficult to get in touch with when needed. We both find Josh easy to talk to and he explains things in an uncomplicated manner, it's very reassuring to know that our future is financially secure, we highly recommend his services. Rob and Gabby Miller"
"We recieved fantastic advice and service from Josh. Importantly Josh and his team are truly independant (no commissions) and provided excellent advice and on time. Josh was as interested in our liestyle goals as the numbers and strategy which was a refreshing change. Josh provided tailored options across Super, Tax and Investments for my wife and I, with a focus on the details we had not found with other providers. Highly recommend."
"We had wanted to invest for many years but never knew where to start. We had very little knowledge or experience and it always seemed overwhelming. We came across Cloudbreak Wealth, Anthony took the time to get to know us and explain all the options and what would suit our needs and our family. His knowledge and expertise in finance made us feel confident that we could build a portfolio that would support our family moving into the future. We only wish we made the decision to do this sooner."
"I transferred my investment portfolio across to Cloudbreak Wealth when the business was first incorporated. Anthony and his team are very professional, very courteous and whenever an issue arises they are quick to resolve matters and move forward. Advice given was tailored to suit my personal needs and when changes are needed, they respond quickly."
"Anthony and his team are amazing. They are responsive and actively manage my portfolio according to my financial goals. I have had many financial advisors in my time and Cloudbreak Wealth is the best. Highly recommended."
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