ABOUT US

Get to know who we are and what we stand for

Blue Ocean Wealth Management are approachable, knowledgeable, receptive to my needs and they genuinely care. They went above and beyond for me during my insurance claim and gave support and direction where others fell short. They turned a time of stress and uncertainty into one of peace and surety. I am truly grateful for the work they have done so far and highly recommend them to anyone who is in need of financial advice.

We’re so thankful to have come across Blue Ocean Wealth Management and have been happy clients for several years now. They have helped us make sense of our finances and identified a clear direction to work towards - as a young family we found this to be so incredibly helpful! The advice we receive is consistently well thought out, logical and genuine - it has your best interest at heart, and that’s what makes all the difference!

Blue Ocean Wealth Management have been patiently working with me for several years on my finances to ensure I can position myself for a good retirement. They have demystified a lot of what I was scared to approach on my own and did it in such a warm friendly fashion that I am now interested in what is happening in the financial world. Blue Ocean helped me transition from a place of debt into a place of stability. Although I am years away from retirement, I am now confident that I have a solid plan.

Managing finances can be highly overwhelming, especially when not armed with the right resources. The partnership formed with Blue Ocean Wealth Management has ensured that I am always well informed and have correctly prioritised goals with a step-wise approach to achieving them. Blue Ocean Wealth Management have brought order to my financial life, giving me back time to do what I love most.

Our Purpose

To help you to make the most of your money, so you can achieve your goals, reclaim your time, and focus on what matters with minimal compromise.

HOW WE OPERATE

Our Approach

We build long-term relationships that go beyond financial advice, always putting your goals at the forefront. As dedicated custodians, we work hard to leave things better than we found them.

WHERE WE ADD VALUE

Our Expertise

We specialise in creating, maintaining, and protecting wealth.

WHO WE BEST WORK WITH

Our Audience

We help business owners and working professionals, but our best results are achieved when we are partnered with those who are motivated to get more out of life.

KEY PEOPLE

Meet your team

Benjamin Herzog

FINANCIAL ADVISER

Having served as a Commissioned Officer in the Swiss Armed Forces, Benjamin has a disciplined approach to financial planning. He takes the time to get to know his clients and their unique needs, drawing on his experience in strategy to develop innovative and bespoke solutions.

Benjamin believes that wealth management is more than just about making money; it’s about making a tangible difference in the lives of his clients.

Christian Skok

FINANCIAL ADVISER

Christian is a dedicated financial adviser who places high value on the success of his clients. He is committed to fostering long-term relationships with his clientele. Christian excels in creating well-thought-out, strategic plans, often venturing beyond conventional approaches to offer innovative solutions.

Clients frequently praise Christian for his ability to make financial concepts engaging and easy to understand, making the journey toward financial security an enjoyable one.

Michael De Corrado

HEAD OF COMPLIANCE

Michael has a pedigree in Financial Planning with multiple members of his family working within the profession. Although he has experience as an Adviser, he found his greatest strength to be in compliance. Michael’s diligence and keen eye for detail has seen him become highly sought after by fellows within financial planning. Here, he provides support and guidance through Blue Ocean Paraplanning and has done so for years. His diverse background in wealth management gives him first-hand knowledge of how a good plan can change lives. He pushes himself to exceed expectations as he values the relationship he has with his clients.

OUR VALUES

The standard which we operate by

Credibility

We do what is right, with our actions aligning with our words.

Custodianship

We are committed to improving the well-being of our clients and community, leaving things better than we found them.

Connection

We manage expectations well, working to strengthen relationships beyond financial advice.