WEALTH MANAGEMENT

Build a stronger future

MAXIMISATION THROUGH OPTIMISATION

We are invested in you and your success

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.

How we add value

Quality

Advice designed to optimise your situation and deliver efficiency

Solutions focused

Your intended result is always at the forefront of what we do

Confidence

Be assured that we understand your needs

Peace of mind

Know that your portfolio is being grown and maintained by highly experienced professionals using prudent processes

Flexibility

You can be involved in developing your own wealth solutions and ensure your investments align to your personal values

Transparency

Understand where your money is invested, what you’re paying for and what you are getting for it

Investment Services

We have three investment offerings with differing complexity and cost involved.

RETAIL WEALTH

Focused on individuals and families

PRIVATE WEALTH

Focused on high-net-worth individuals and families

INVESTOR & SIGNIFICANT INVESTOR

Focused on subclass 188b & 188c visa holders

For more detail about each offering, please contact our office.

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.