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Breakwater Financial Planning

breakwater (1)

Kristi
Steven

Breakwater Financial Planning is a boutique financial planning business providing expert financial advice with a focus on quality service.

We take the time to understand what is important to you with a personalised approach that helps our clients meet their financial goals now and into the future.

We offer a complete range of professional services covering:

  • Financial Planning
  • Retirement Planning
  • Investment Advice and Portfolio Management
  • Insurance
  • Superannuation
  • Centrelink
  • Estate Planning
  • Aged Care

Contact us to see how we can help.

Contacts:
Kristi Badgery CFP® – Director, Financial Planner – 0403 239 228
Steven McIver – Director, Financial Planner – 0402 471 131

SPECIAL OFFER

Free of charge, no-obligation initial appointment with one of our licenced Financial Planners.
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