free bird

Professional advice in a friendly, relaxed manner

Welcome to Breakfree Financial Management with Stuart and Julie Cole

Everyone needs financial advice they can trust. We get to know our clients, because financial planning involves important life decisions.

Philosophy

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Get in Touch!

call us on 02 6331 0505
or send an email

We understand that when it comes to investing your money, you need to:

We keep the process simple, and make sure each one of our clients can plan their finances with confidence. You will notice the friendly, professional and personal feel of our business. We will help you find your financial freedom.

History

Stuart completed his Bachelor of Business, Accounting degree at Mitchell College of Advanced Education (now Charles Sturt University, Bathurst) in 1987. He is a Chartered Accountant and a Certified Financial Planner.

After six and a half years working in Sydney, including three and a half years with KPMG Peat Marwick, one of the big four accounting firms in Australia, Stuart returned to his home town of Bathurst and became a Partner in a prominent local business.

Always looking for new challenges, Stuart and his wife Julie opened their own business in 2008 – Breakfree Financial Management.

Why Breakfree?

In establishing Breakfree Financial Management, we saw the need in the financial services industry for a truly personal approach.

We want to help you ‘Breakfree’ from your financial worries, to achieve financial freedom and enjoy life!

Let us talk through your financial strategy today and explain the risks and benefits of planning for your future.

* Taxation support services are provided by Breakfree Accounting & Taxation, ABN 29 343 494 538.

Stuart Cole and Breakfree Financial Management Pty Limited (CAN 129 992 963)
are Authorised Representatives of Lonsdale Financial Group Limited ABN 76 006 637 225
Australian Financial Services Licensee AFS Licence No: 246934

stuartandjuliecole
  • retirement
  • superannuation
  • investment
  • margin lending
  • estate planning
  • personal insurance
  • taxation support*
    for individuals and
    self-managed super funds