Breakfree Financial Management

Breakfree Financial Management is a financial advisory practice established in 2008. Stuart Cole has delivered financial and accounting services since 1988 and holds dual qualifications as a Chartered Accountant and Certified Financial Advisor, having been a Chartered Accountant since 1991. Julie Cole is the Office Manager, and Debbie Ronan is a Chartered Accountant.

The team comprises three full-time staff and one part-time team member. Breakfree Financial Management provides advice on superannuation, investments, retirement planning, and aged care. Breakfree Accounting & Taxation, operating since 2008, offers accounting and taxation services for small and medium-sized businesses.

Breakfree Financial Management is a financial advice and planning practice in Bathurst at 196 Russell St, open Monday to Friday from 09:00 to 17:00. A client describes the guidance received from Stuart as honest and balanced, noting that he provided the advice that was needed without recommending anything unnecessary.

The same account gives thanks to both Stuart and Julie, with the client expressing gratitude for their experience and approach. Honesty and a measured, tailored style come through in that feedback, which centres on advice matched to the client's actual circumstances rather than to anything extra.