Our Services

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.