Oceana Private Wealth

Welcome to Oceana Private Wealth, located at 145 Stirling Highway in Nedlands, Australia. We understand that in the hustle and bustle of our busy lives, personal finances often take a back seat. That's why we are here to defy the status quo and take action to help you regain control of your investments.

At Oceana Private Wealth, we pride ourselves on maintaining complete institutional independence. We never want you to feel tied to any particular bank or financial provider. Our fees are simple and transparent, and in many cases, you won't even have to pay us directly as we are compensated by the lender for introducing and arranging your loans.

Our goal is to make your life easier. We offer an unsurpassed personalized service so that you can focus on what you do best. We work in partnership with you to help you manage your finances in the most disciplined, efficient, and productive manner possible.

As Albert Einstein once said, "Everything should be made as simple as possible, but not simpler." At Oceana Private Wealth, we place restrictions on the number of customer portfolios we handle to ensure outstanding results for all our clients without compromise. We manage your finances simply, seamlessly, and according to your instructions.

We take the time to listen to you and fully understand your day-to-day personal banking and future financial needs. Our aim is to design simple systems that optimize and streamline your finances, saving you both time and money.

Building long-term relationships is our focus. We regularly review your banking facilities to ensure you have the best structures in place. By fostering a close working partnership, we can quickly and easily get things done for you, saving you the hassle of searching for solutions or monitoring market conditions.

With our expertise in arranging finance for various assets, we can help secure the most competitive funding for all types of lending, regardless of scale. Whether you're purchasing residential or commercial property, require business or development finance, we assist you in selecting loan products based on our clear and concise intelligence across major lenders.

You can rely on our knowledge and insight. Our team has extensive experience working with individuals and families in diverse and often complex financial situations. Whether your transactions are held in your individual capacity, through a company, trust, or your superannuation fund, we have the expertise to assist you.

Visit us at Suite 30, Chelsea Village on 145 Stirling Highway in Nedlands, WA. Let Oceana Private Wealth help you take charge of your investments and simplify your financial journey.