Our Services

Our Services

Superannuation & Retirement Planning

At Ocean Advice we will help you balance the life you want to live today with the life you want to live in retirement.
We do this by utilising strategies that build your wealth leading up to retirement and then managing your wealth throughout your retirement.
These strategies maximise your income, reduce tax, boost asset levels and can deliver tax-free income throughout your retirement.

Investment & Wealth Creation

The world of finance, superannuation and investments has never been more complex than it is today. We help you cut through all of the complexities and help you understand which strategies and investments are right for you.

Risk Management & Insurance

A critical element of financial planning is the management of risk to protect your income and assets.
At Ocean Advice, we can help you establish risk management strategies to protect your income and assets and to provide a safety net for you and your family in case things do go wrong.

Estate Planning

We provide our clients with the expertise and guidance to have their affairs “in order” to ensure their estate planning objectives are met. We liaise with our referral partners to ensure optimal outcomes are achieved.
Estate planning can give you the confidence that your hard work will continue to make a positive difference in the lives of the people you love.

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