Every investment plan should be unique and whilst our approach is methodical, our solutions are forward thinking and built with you at the centre.
Our focus is on consistent growth over time – we develop robust investment strategies to deliver efficiency and reliability, ensuring no opportunity is missed.
We place an emphasis on transparency and communication, providing education and guidance so expectations, risks, and emotions can be managed regardless of the market’s ups and downs.
We want you to be confident that your money is in good hands at all times.
Advice designed to optimise your situation and deliver efficiency
Your intended result is always at the forefront of what we do
Be assured that we understand your needs
Know that your portfolio is being grown and maintained by highly experienced professionals using prudent processes
You can be involved in developing your own wealth solutions and ensure your investments align to your personal values
Understand where your money is invested, what you’re paying for and what you are getting for it
We have three investment offerings with differing complexity and cost involved.
Focused on individuals and families
Focused on high-net-worth individuals and families
Focused on subclass 188b & 188c visa holders
For more detail about each offering, please contact our office.
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.