- Breakwater Financial Planning
- Financial Planner
- Hubs: Mordialloc
I am the co-founder of Breakwater Financial Planning, a boutique financial planning firm with no affiliation with product providers which means that my focus is on my client.
As a Certified Financial Planner® with over 15 years’ experience in the financial services industry I have had years of experience helping pre-retirees prepare for and eventually enjoy their retirement.
The key to a successful retirement is careful planning, good investment choices and a disciplined approach. Making smart decisions about your money and investments while you are still working and earning an income is a critical success factor.
I provide a complete range of professional services covering:
- Retirement Planning
- Investment Advice and Portfolio Management
- Estate Planning
- Aged Care
Kristianne Badgery, Authorised Representative No. 1260861 of Breakwater Financial Planning Pty Ltd. Breakwater Financial Planning Pty Ltd is a Corporate Authorised Representative (No.1292320) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.
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