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ESTATE PLANNING & ESTATE MANAGEMENT

Ensure your legacy lasts

MAINTAINING GENERATIONAL WEALTH

Give your family an everlasting gift

estate planning and management

Estate Planning

As confronting as it can be, estate planning is an important part of any responsible financial plan.

We work with specialists and solicitors to ensure that your will not only best reflects your wishes but also compliments your overarching financial strategy.

Estate Management

We support the needs of your family by providing services to educate, protect and facilitate the transfer of wealth across generations.

LET'S TALK ESTATE PLANNING
© 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.
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