We’ve been extremely pleased with Cam and Candice at Daybreak Wealth and the support they’ve given us with our family portfolio, trusts, wills and self-managed super. They’ve also helped us with wealth creation and some interesting investment opportunities, including smaller commercial property. They’re also happy to visit us, which saves us travelling into the city.

They have genuine old-world manners and a level of courtesy and professionalism that is rare to find these days. They take the time to listen, understand what’s important to us and explain things in simple, easy-to-understand steps. They’re knowledgeable, discreet, trustworthy, caring and patient, and nothing is ever too much trouble. They provide a genuinely boutique service, and we always feel well looked after and confident in their advice to grow our investments in line with our risk profile.

Cam has been my wealth advisor for a number of years. He is trustworthy, approachable and always responsive. He allows me the freedom to do what I do best knowing my portfolio, super and estate planning matters are well under control. Nothing is too much trouble for Cam - who goes the extra mile to ensure we are always across what needs attention so there are no surprises. He has in the past provided some great advice and access to some interesting opportunities that have stood the test of time and succeeded across various market cycles. I’d have no hesitation recommending Cam to anyone with a reasonable size portfolio and family complexity.