BOOKINGS

We’re excited by what we can achieve together

MAKE A DIFFERENCE

Begin your journey with us

Let’s get started by finding out what matters most and how we can add value to your situation.
Your introductory session is at our cost.

Benjamin Herzog

FINANCIAL ADVISER

Christian Skok

FINANCIAL ADVISER

Introduction

At our cost

Let’s get started by finding out what matters most and how we can add value to your situation

Discovery

$220

We get to understand your financial situation to help you the best way we can

Review

$330

For those not on an ongoing service arrangement and who want to reassess their plan, we will review your progress and provide any necessary guidance

Workshops

$440

We teach you core financial concepts so that you can make better financial decisions, even if we aren’t looking

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.