I think I agree that LD shaft might be the way to go.
My thinking is this....you don't need to spend $200 on a break cue. For one, you can break pretty decent with any cue, like the house cue you're currently using. When you do feel the need for a break cue then you can get a J&J for as low as $65 with some patience...maybe even less if you can find someone looking to get rid of an old one, pretty sure one sold in my local poolroom for $20 or so.
While nice balls are pleasant to play with, if you're stuck on a not-so-nice table I'm not sure just upgrading the balls is worthwhile.
Finally....LD shafts....they garner lots of opinions on both sides but as a beginner I think they will seriously shorten the time it takes to learn some shots (ones with heavy english). I'm still learning myself and I have trouble making anything but short shots with much english because I have to compensate for the deflection. Stopped at a store the other day tried out a Predator cue and I was making long shots with lots of english and they were going in easy for me, just didn't require compensation like I was used to. Set up the shot straight, made the OB and left the cue ball stopped dead but spinning away from the English. I was sold and am in the process of getting a cue with a LD shaft so I can start working with it. You don't need a LD shaft, but I do think it can shorten the learning process for a beginner and simplify some of the shots.