Sunshine Coast Financial Planning
As a Financial Planner, I assist clients with every aspect of their financial lives.
As a Firm, we believe in a personalised approach to managing wealth that ensures our clients achieve their ultimate lifestyle and financial goals.
We are based on the Sunshine Coast & provide Financial Planning services to clients both locally & nationally.
An important aspect of our firm is that Ocean Advice is privately owned and acts in the best interest of clients.
______________________
Ocean Advice Pty Ltd (AFSL:458027)
is a Corporate Authorised Representative of
AdviceIQ Partners (AFSL:332957)
For more information, please contact our office on
Why Us
EXCEPTIONAL CLIENT SERVICE/EXPERIENCE
We put the client at the centre of everything we do; we will follow up, keep you informed and provide regular reviews.
HOLISTIC & TAILORED ADVICE
We specialise in comprehensive advice that offers a complete solution to your needs, your situation is unique just like every one of our plans.
CLIENT/ADVISOR RATIO
We believe maintaining ongoing relationships with a limited number of clients is the only way to provide the tailored, pro-active and consistent advice experience we strive to deliver.
NO SURPRISES
We believe in complete transparency with our pricing structure – so there are no hidden surprises. Before any work is done you will always know the cost beforehand.
PRIVATELY OWNED
We are privately owned to ensure that we always act in our clients best interests.
