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.

For more information on Superannuation & Retirement Planning, click here

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.

For more information on Investment & Wealth Creation, click here

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.

For more information on Risk Management & Insurance, click here

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.

For more information on Estate Planning, click here

What can financial advice do for you?

What can financial advice do for you?

Financial matters including Investment, Superannuation and Estate planning can all be complicated areas and most of the population does not have the time or knowledge to ensure that they are utilising the correct approach or strategies to ensure the chance of financial success is enhanced. Seeking financial

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Are your family and wealth protected?

Are your family and wealth protected?

We all expect to live forever and are reluctant to contemplate what may happen after we leave this earth. When this day does eventually come, you unfortunately will not be around to provide your loved ones with emotional or physical support, however should you take the appropriate

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Ocean Advice

Street Address
Marquesas North, First Floor
17/247 David Low Way
Peregian Beach, Qld, 4573

Postal Address
PO Box 114
Coolum Beach QLD 4573

Phone 07 5471 2099

ABN 54 168 712 052

Corporate Authorised Representative No.458027 of Advice IQ Partners Pty Ltd ABN 95 134 016 210

Australian Financial Services License No. 332957

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