About Us
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.
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.
To find out more please, contact us today.
Kristi Badgery CFP ®
Director | Financial Planner
Kristi began her career in financial planning in 2005 and is passionate about helping people navigate the complex world of finance. She is committed to putting her clients first and will spend as much time as needed to help you gain clarity, confidence, and peace of mind about your financial circumstances and opportunities so you can live your life free from financial worries.
Aside from financial planning, Kristi enjoys spending time with her family and two young daughters. Kristi enjoys the outdoors, especially on the family farm and long walks on the beach.
You can find more about Kristi here.
Steven McIver
Director | Financial Planner
Steve has been in the financial planning industry since 2007 and has forged a strong reputation for delivering quality advice, taking the complexity out of managing finances and helping clients achieve their financial goals.
Steve enjoys taking the time to ensure clients have peace of mind when making financial decisions and the confidence to live their best life.
Outside of work, Steve enjoys keeping fit and spending time with his family. Two young and active boys keep him on his toes and weekends typically revolve around their sporting endeavours. Steve has travelled extensively within Australia and enjoys nothing more than getting away with his family on a camping trip.
You can find more about Steve here.