Kristi Badgery
Kristi Badgery
- 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
- Superannuation
- Investment Advice and Portfolio Management
- Insurance
- Centrelink
- 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.
HAVE ANY QUESTIONS?
There’s no such thing as a silly question. If there’s something you’d like to know about Fresh, ask away…
Click below to contact us, or take a look at the most frequently asked questions.
WANT TO CHECK OUT A MEETING BEFORE JOINING?
We’d love to you come along as a guest and experience a Fresh meeting for yourself. You can be sure of a warm welcome and some great connections.