Financial Advice For Professionals

Broaden your horizons

Financial Advice For Professionals

Change your perspective

Financial Advice For Professionals

Explore the possibilities

Financial Advice For Professionals

Look towards the future

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USING INNOVATION

We help you achieve your financial goals efficiently

Get more out of your money

Build your wealth

Enhance your quality of life

We believe that comprehensive wealth management benefits all aspects of life, and we’re committed to providing you with a clear plan to success.

SMART DELEGATION

Reclaim your time

We simplify money matters and empower you to make better financial decisions, so you can pursue what you are passionate about.

BESPOKE SOLUTIONS

Build more than wealth, build a legacy

Our expertise is in building, managing and maintaining wealth so you have freedom and choice.

Strategic Planning

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Wealth Management

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SUPERANNUATION/ SMSF MANAGEMENT

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TAX PLANNING

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PROTECTION PLANNING

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BUSINESS SUCCESSION PLANNING

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PERSONAL INSURANCE CLAIMS

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ESTATE PLANNING & MANAGEMENT

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PRUDENT STRATEGIES

Make a difference beyond numbers

EMOTIONAL

Greater peace of mind ¹

88%

Improved family life ¹

38%

BEHAVIOURAL

Better equipped to handle financial challenges ²

60%

Greater control over financial situation ¹

86%

FINANCIAL

Increased returns through efficient strategies and guidance ³

+5.2% per annum

Able to live desired lifestyle ⁴

89%

Fidelity International (2019) The value of advice https://www.fidelity.com.au/insights/investment-articles/the-value-of-advice/
Australian Unity (2021) The value of advice https://www.australianunity.com.au/wealth/~/media/publicsite/documents/financial%20advice/factsheets/our_advice/value_of_advice.ashx?la=en
Russell Investments (2020) In challenging times, financial advisers still deliver value of 5.2%p.a. or more to their clients https://russellinvestments.com/au/about-us/press/2020/in-challenging-times-financial-advisers-still-deliver-value
IOOF (2020) The True Value of Advice https://www.ioof.com.au/financial-advice/the-true-value-of-advice

OUR PROCESS

Focus on what is important to you

Discover

STEP 1

We get to know you, your goals and how we can add value

Strategise

STEP 2

We work together and provide you with solutions aimed at improving your financial situation and achieving your goals

Present

STEP 3

You are presented with your personalized plan

Implement & Monitor

STEP 4

Your plan is put into action, and we monitor your progress until your goals are met

© Copyright 2024 Blue Ocean Wealth Management.

Blue Ocean Wealth Management Pty Ltd (ABN 78 623 791 220) is a Corporate Authorised Representative (No.12630318) of InterPrac Financial Planning Pty Ltd (AFSL No. 246638)

We acknowledge the Traditional Owners of the land where we work and live, and pay our respects to the Wurundjeri Woi-Wurrung people, and their Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, InterPrac Financial Planning Pty Ltd (‘InterPrac’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.