Our Story

Personal advice. Lasting relationships. A clearer financial future.

Established in 2014, Ocean Advice is a privately owned financial advice practice based in Peregian Beach on Queensland’s Sunshine Coast. We work with a select group of individuals and families, providing personalised advice to help them build, manage and pass on their wealth.

Our approach begins with understanding you—the life you want to lead, the people you care about and the opportunities and responsibilities your wealth brings. We bring these priorities together in a financial plan that gives your wealth a clear purpose.

We help clients navigate retirement, manage investments and make decisions involving superannuation, family trusts, companies and self-managed super funds. Where appropriate, we work alongside your accountant and solicitor to bring the different aspects of your financial affairs together.

We deliberately limit the number of clients we work with, allowing us to provide attentive service, thoughtful advice and an ongoing relationship with people who know your circumstances.

While our home is on the Sunshine Coast, we support clients across Australia through in-person meetings and online consultations.

As a privately owned practice, we place our clients’ best interests at the centre of our advice. We explain our recommendations clearly, agree fees upfront and help you make informed decisions as your life evolves.

Ocean Advice Pty Ltd (#458027) is a Corporate Authorised Representative of AdviceIQ Partners AFSL #332957.

For more information, please contact our office on 07 5471 2099 or click here.