Book an appointment

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.
Vida RojasINSURANCE CLAIM
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!
Annalisa & Peter NyersYOUNG FAMILY
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.
Jane PhippsCHIEF OPERATIONS OFFICER
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.
Dr. Peter HuynhDENTIST
Previous
Next

WHY WE EXIST

Our Purpose

To help you get the most out of your money so that you can achieve your goals, reclaim your time, and focus on what is important to you with the least compromise possible.

READ MORE

HOW WE OPERATE

Our Approach

We believe that wealth management should be tailored to the individual, not the masses. That is why we provide personalised and comprehensive advice.

We place an emphasis on education, so you can understand what we do and have conviction moving forward.

LET'S TALK

WHERE WE ADD VALUE

Our Expertise

We specialise in creating, maintaining, and protecting wealth.

READ MORE

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.

BOOK NOW

KEY PEOPLE

Meet your team

Benjamin Herzog, Financial Advisor

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.

FINANCIAL SERVICES GUIDE
Christian Skok, Financial Advisor

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.

FINANCIAL SERVICES GUIDE
Michael De Corrado, Head of Compliance

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

Authenticity

We are beholden to our words through our actions

Unyielding Integrity

We do not move on our principles and do what is right

Diligence

We are thorough, we persist, and we deliver results

Collaboration

We are transparent, engaged and manage expectations well

© Copyright 2023 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.
Book appointment

Work with us