Breakwater Financial Planning is a boutique financial planning firm. We build trusting relationships with clients and deliver high quality financial advice. We provide personalised strategies to help our clients achieve a secure financial future.

Our Principal Advisers, Kristi Badgery and Steve McIver, have over 30 years of combined experience in the finance industry and have gained a solid reputation for providing quality advice and helping people to make sense of what is an ever-changing financial landscape.

At Breakwater Financial Planning, you will be working with a professional who is committed to upholding a code of ethics and professional conduct so you can rest assured we will do the right thing by you.

We care about our clients and take the time to understand what is important to you with a highly personalised service focused on meeting your individual goals and objectives now and into the future.

Our services include:
– Financial Planning
– Investment Advice and Planning,
– Retirement Planning
– Superannuation
– Centrelink
We look forward to connecting with you soon.
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  • Monday09:00 AM - 05:00 PM
  • Tuesday09:00 AM - 05:00 PM
  • Wednesday09:00 AM - 05:00 PM
  • Thursday09:00 AM - 05:00 PM
  • Friday09:00 AM - 05:00 PM

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