Blue Ocean Wealth Management 3 Wellington Street, Kew, Victoria 3101
About the Business
Welcome to Blue Ocean Wealth Management, located in Kew, Wellington Street, 3. As an establishment specializing in finance, we are dedicated to helping you achieve your financial goals efficiently. We firmly believe that comprehensive wealth management has a positive impact on all aspects of life, and our commitment is to provide you with a clear plan to success.
At Blue Ocean Wealth Management, we understand that money matters can often be overwhelming. That's why we strive to simplify financial decisions and empower you to make better choices, so you can pursue what truly ignites your passion. With our expertise in building, managing, and maintaining wealth, we aim to provide you with the freedom and choice you deserve.
Our approach is personalized and focused on getting to know you, your goals, and how we can add value to your financial journey. We believe in working together as a team, providing you with tailored solutions that improve your financial situation and help you reach your goals.
Once your plan is put into action, we don't stop there. We are committed to monitoring your progress until your goals are met. Your success is our success, and we are dedicated to supporting you every step of the way.
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 take pride in acknowledging the Traditional Owners of the land where we work and live, paying our respects to the Wurundjeri Woi-Wurrung people, and their Elders past, present, and emerging. We also celebrate the stories, culture, and traditions of Aboriginal and Torres Strait Islander Elders from all communities who work and live on this land.
Join us at Blue Ocean Wealth Management and let us help you navigate the vast financial landscape towards a brighter and more secure future. Contact us today and start your journey towards financial success.
Photos
Location & Phone number
3 Wellington Street, Kew, Victoria 3101, Australia
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Such an amazing team! Ben explains everything and walks you through the process with ease. I tell all my friends to call him! Already seeing a big difference in my finances since working with him. He always takes my calls and answers my questions"
"Christian has been a fantastic help for my wife and I. I would recommend Christian to anyone (and have). Christian has assisted us with focusing our finances in the right areas, setting a normal household budget and continuing on our targets for the future, including upgrading our house, while still keeping our existing one, improving our superfunds and sorting out some income insurances for us. Christian has made the whole experience pain free and easy to understand, the customer service from Christian has been 2nd to none, including text messages and emails at out of office hours. Blue Ocean also have a great network of relevant and equally customer focused operators including mortgage brokers, family lawyers etc. We're still in the early days, but I expect we'll be working with Blue Ocean for a long time."
"Ben's knowledge and diligence was outstanding. He seamlessly worked with us with continuous communication and care. I wouldn't hesitate to recommend Ben and the service he provided and look forward to working with him again in the future."
"Ben came highly recommended by a trusted friend who is very informed in this space. I’ve never worked with a financial advisor before, and he patiently took me and my partner through the (very thorough!) process step by step, and was happy to do video calls in the evening which was very helpful for us. Ben is clearly passionate and incredibly knowledgeable about all things financial, and we found it easy to understand and trust the advice he provided. I honestly don’t think about it now, I just feel like the future is taken care of and I don’t have to worry. I’m also grateful we took these steps when we did (I’m 40), and didn’t wait any longer!"
"I highly recommend Christian and Blue Ocean Wealth Management for anyone looking for help with their finances. When I started working with Christian, I was struggling to get my finances in order. Thanks to his expert guidance and easy-going nature, I'm now in a much better place financially short term, and long term. Christian is approachable and easy to talk to, which makes discussing money matters far less intimidating. I've already recommended him to several of my friends, and I'd highly recommend him to anyone looking for a reliable and knowledgeable financial advisor. Thank you, Christian!"
List of local businesses, places and services in Victoria
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos