Kristi Cfp's Contact Details

Kristi Cfp's Company Details

Breakwater Financial Planning

Brighton, Victoria, Australia • 2 Employees
Financial Services

Breakwater Financial Planning is a boutique financial planning firm based in Melbourne, Victoria. We provide financial advice and solutions to a wide range of clients from all walks of life.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.At Breakwater Financial Planning, we offer a complete range of customised services to suit every need.Our services include:- Financial Planning: helping individuals, couples, and families manage financial affairs by reviewing and structuring finances efficiently.- Retirement Planning: implementing an effective financial plan that helps you organise your finances and accomplish your retirement goals.- Investment Advice and Portfolio Management: tailored investment strategies to suit your specific needs and future goals and objectives.- Superannuation: developing a superannuation strategy that is right for you.- Centrelink: providing guidance and support so that you can access potential government payments you may be entitled to receive.- Estate Planning: preparing an effective plan for transferring your assets and accumulated wealth to desired beneficiaries in accordance with your wishes.To find out more about our services and how we can help you, please contact us.Breakwater Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1292321) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.