Cloudbreak Wealth
15 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
Cloudbreak Wealth | Financial Planning Kiama | Financial Advisory | Financial planning should be enjoyable and rewarding. We specialise in building wealth, investing, and retirement planning.
Contacts
Website
Call Us
+61242639084
3/125 Terralong St, Kiama NSW 2533
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible car park
- Toilets
- Wheelchair-accessible toilet
- On-site services
- Online appointments
Recommended Reviews
Euan Thomas
21.10.2023
Cloudbreak Wealth
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.
Gabriele Miller
19.10.2023
Cloudbreak Wealth
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
Karen Downes
11.10.2023
Cloudbreak Wealth
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.
A L
10.08.2023
Cloudbreak Wealth
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.
tom Virgona
07.08.2023
Cloudbreak Wealth
Truly independent advice from a team you can trust.
Chris Rock
21.07.2023
Cloudbreak Wealth
Anthony combines years of financial markets experience with a professional attitude and service. Highly recommended.
Ted Farrell
12.07.2023
Cloudbreak Wealth
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.
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Map
3/125 Terralong St, Kiama NSW 2533
Cloudbreak Wealth