Welcome to Breakwater
Financial Planning
Developing strategies
for long lasting security
Reliable partners
in retirement
Making the most of
your superannuation
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Helping you plan for a secure financial future
A highly personalised approach

We spend time with you to understand what is important, where you are now and what you want to achieve.

We identify opportunities and
develop a clear, well-structured strategy to help you meet your goals

We make the complex simple and help you gain clarity, confidence and peace of mind about financial decisions.

Frequently Asked Questions