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
- Estate Planning
- Aged Care
Contact us to see how we can help.
Kristi Badgery CFP® – Director, Financial Planner – 0403 239 228
Steven McIver – Director, Financial Planner – 0402 471 131