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Steven McIver - Breakwater Financial Planning

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Melbourne, VIC
Steven McIver - Breakwater Financial Planning

Breakwater Financial Planning helps people to plan for and enjoy a secure financial future. Australian Financial Services Licence No. 223135.

Our services include:
- Financial Planning
- Retirement Planning
- Superannuation
- Investment Advice
- Insurance
- Centrelink
- Estate Planning
- Aged Care Breakwater Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1292321) of Capstone Financial Planning Pty Ltd ABN 24 093 733 969.

09/10/2026

Making a commitment to share your life with another person is a significant milestone and there is a lot you can do to manage your money as a couple.

Read more...https://breakwaterfp.com.au/getting-married/

07/10/2026

A Transition to Retirement (TTR) strategy lets you access some super and keep working. Learn about the pros and cons of using a TTR to reduce your work hours.

26/09/2026

Have you just received, or are about to receive, an inheritance? Learn about key CGT considerations when selling assets from a deceased estate.

Read more...https://breakwaterfp.com.au/will-i-pay-capital-gains-tax-on-my-inheritance/

19/09/2026

What would you do if you could retire tomorrow? For many of us, imagining retirement isn't the hard part. Whether we'd feel ready for it is another question entirely. Understand where you are now and take control.

Read more...https://breakwaterfp.com.au/what-would-you-do-if-you-could-retire-tomorrow/

12/09/2026

While your own personal circumstances may influence how you approach super in your 60s, there are still a number of ways to give it a boost before you retire. Learn more.

Read more...https://breakwaterfp.com.au/how-much-super-do-i-need-to-retire-at-60/

05/09/2026

Fake caller ID is a technique that scammers can use to make calls and messages look like they come from trusted businesses or government agencies. Knowing the danger signs will help you stay protected.

Read more...https://breakwaterfp.com.au/fake-caller-id-how-to-know-whos-really-contacting-you/

29/08/2026

Investment opportunities that seem too good to be true, probably are. If you're approached via unsolicited emails or calls, it's crucial that you complete some checks before you hand over any personal details.

Read more...https://breakwaterfp.com.au/tips-for-staying-safe-online/

22/08/2026

Every super fund charges fees but it's not always obvious what you're paying for. This article breaks down each fee type in plain English and explains how to compare funds properly.

Read more...https://breakwaterfp.com.au/super-fund-fees-explained/

15/08/2026

Even though redundancies are often part of business, being told your role has become redundant can still leave you feeling blindsided. The key is not to panic. Some people discover that a redundancy can in fact open doors to new financial and lifestyle possibilities.

Read more...https://breakwaterfp.com.au/navigating-redundancy-make-it-work-for-you/

11/08/2026

While there are benefits in establishing an SMSF, running your own fund is complex and there are many things you have to consider. Learn more.

Read more...https://breakwaterfp.com.au/understanding-the-rules-and-obligations-of-an-smsf/

Address

PO Box 437
Melbourne, VIC
3194

Opening Hours

Monday	9am - 5am
Tuesday	9am - 5am
Wednesday	9am - 5am
Thursday	9am - 5am
Friday	9am - 5am

Website

http://www.breakwaterfp.com.au/

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