Blue Ocean Wealth Management

What Blue Ocean Wealth Management does

Blue Ocean Wealth Management Pty Ltd is a privately-held Australian financial advisory firm operating from Melbourne, Victoria, structured as a Corporate Authorised Representative (No. 12630318) of InterPrac Financial Planning Pty Ltd (AFSL No. 246638). The firm delivers a comprehensive wealth management service suite — Strategic Planning, Wealth Management (with Retail Wealth, Private Wealth, and Investor & Significant Investor sub-tiers), Superannuation & SMSF Management, Tax Planning, Protection Planning, Business Succession Planning, Personal Insurance Claims advocacy, and Estate Planning & Management — to business owners, working professionals, high-net-worth individuals, SMSF members, and Australian investor visa holders.

The underlying technology stack is non-proprietary: the firm relies on standard financial planning and wealth management advisory tooling with no disclosed platform, API, or software product of its own, and operates client engagement through its website (blueoceanwealth.com.au) integrated with a Calendly booking system. Service delivery is face-to-face or virtual from the Melbourne CBD headquarters at Level 9, 492 St Kilda Rd, executed by two financial advisers (Benjamin Herzog and Christian Skok) with compliance oversight by Head of Compliance Michael De Corrado. Total disclosed headcount is 1-10.

The business model is professional services revenue. Monetisation combines (a) pay-as-you-go tiered advisory sessions — free Introduction, $220 Discovery, $330 Review, $440 Workshop — designed as a funnel into (b) ongoing advisory mandates, whose fee structure is quote-based and not publicly disclosed. Go-to-market is consultative and sales-led, with direct booking via Calendly, a toll-free phone line (1800 303 808), and email enquiries as the primary intake channels; geographic footprint is limited to Victoria, Australia. No external institutional investment, private equity backing, or M&A activity is disclosed.

Name

Blue Ocean Wealth Management

Legal name

Blue Ocean Wealth Management Pty Ltd

Website

https://blueoceanwealth.com.au

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Blue Ocean Wealth Management is a Melbourne-based Australian financial advisory firm offering strategic planning, wealth management, SMSF, tax, protection, succession, insurance claims, and estate services to professionals, business owners, HNW clients, and investor visa holders under an InterPrac AFSL.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Financial planning services
• Wealth management advisory
• Superannuation SMSF management
• Personal insurance advice
• Estate planning services

Headquarters

HQ city

Kew

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Session Fees: Revenue generated from tiered advisory sessions: Introduction (free), Discovery ($220), Review ($330), and Workshop ($440) sessions. Additional revenue likely from ongoing advisory service arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Blue Ocean Wealth Management provides fee-for-service financial advisory and wealth management to individuals, families, business owners and professionals. Core offerings include Strategic Planning, Wealth Management (across Retail, Private and Investor Visa tiers), Superannuation and SMSF Management, Tax Planning, Protection Planning, Business Succession Planning, Personal Insurance Claims advocacy, and Estate Planning and Estate Management, delivered by qualified financial advisers from its Melbourne headquarters.

Product overview

Blue Ocean Wealth Management is a financial advisory firm offering a unified suite of wealth management services for professionals and business owners. The core offering consists of Strategic Planning, Wealth Management (with three tiers: Retail Wealth, Private Wealth, and Investor & Significant Investor), Superannuation & SMSF Management, Tax Planning, Protection Planning, Business Succession Planning, Personal Insurance Claims advocacy, and Estate Planning & Management. Services are delivered through financial advisers Benjamin Herzog and Christian Skok, with support from Head of Compliance Michael De Corrado.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Planning Forward-thinking and pragmatic financial planning service that provides perspective on a client's financial needs and creates actionable plans to help them achieve their goals. Targeted at individuals, families and business owners seeking comprehensive financial strategy.
• Wealth Management Portfolio construction and ongoing investment management aligned with client goals and values, with a focus on consistent growth, robust investment strategies and transparency in communication and fee structures. Offered across Retail Wealth, Private Wealth and Investor & Significant Investor tiers for different client segments.
• Superannuation & SMSF Management Alignment of superannuation funds with client goals and values, developing strategies to boost retirement balances through effective use of available super tools. Includes dedicated Self-Managed Superfund (SMSF) Management that simplifies SMSF complexity and provides structure and choice in the client's level of involvement.
• Tax Planning Development of tax strategies in collaboration with specialists and accountants to complement wealth management plans, with a focus on maximising deductions and optimising investments for clients.
• Protection Planning Identification of financial risks relevant to the client's situation and provision of advice on personal insurance including Life Insurance, Total and Permanent Disablement, Critical Illness and Income Protection.
• Business Succession Planning Advisory service for business partners and directors to understand risks and prepare effective succession plans, including Key Person Insurance and Buy/Sell Insurance recommendations.
• Personal Insurance Claims Advocacy Advocacy service that supports clients through personal insurance claims, providing expertise to help secure successful outcomes during what is described as an overwhelming and stressful process.
• Estate Planning and Estate Management Working with solicitors to ensure wills reflect client wishes while complementing overarching financial strategies, plus services to educate, protect and facilitate wealth transfer across generations.

Quantifiable outcome

• Increased returns of 5.2% per annum through efficient strategies and guidance
• +4 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• InterPrac Financial Planning Pty LtdcoreOthersBlue Ocean Wealth Management Pty Ltd (ABN 78 623 791 220) is a Corporate Authorised Representative (No.12630318) of InterPrac Financial Planning Pty Ltd (AFSL No. 246638). InterPrac provides the AFSL licence under which Blue Ocean operates and provides financial services.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Count Financial: Large Australian advice network supporting affiliated financial advisers across wealth, superannuation, SMSF and tax planning — competes for the same professional/SMB client base through a dealer-group model.
• IOOF (Insignia Financial): One of Australia's largest wealth and advice groups offering portfolio management, superannuation, SMSF and financial planning across retail and HNW segments — directly comparable in service breadth to Blue Ocean but at vastly greater scale.
• AMP Financial Planning: Major Australian wealth manager with a large affiliated adviser network providing strategic planning, investment, superannuation and protection advice — competes with Blue Ocean for the same professional and business-owner segments.

Direct peers

• Bridges Financial Group: Australian privately owned financial planning practice specialising in advice for professionals, business owners and HNW individuals across wealth, tax, SMSF and succession — near-identical target persona and service mix to Blue Ocean.
• Hewison Private Wealth: Melbourne-based boutique wealth advisory for HNW clients covering investment, superannuation, SMSF and estate planning — direct geographic and segment competitor in Victoria.
• Stanford Brown: Australian boutique private wealth firm offering tailored financial planning, investment management and SMSF advice to high-net-worth individuals and business owners.
• Shadforth Financial Group: Australian boutique financial advisory firm offering wealth management, superannuation, tax and estate planning to professionals and HNW clients — closely mirrors Blue Ocean's service model and target market.
• Morgans Financial: Australian full-service wealth management and advisory firm delivering financial planning, investment advice, superannuation and SMSF services — directly comparable in offering and Australian onshore focus.
• Affinity Private Wealth: Australian boutique wealth advisory providing strategic financial planning, investment management and SMSF services to HNW families and professionals — comparable boutique positioning and offering.

Emerging players

• Maple Brown Abbott: Australian boutique investment manager serving HNW and institutional clients — adjacent peer in the HNW wealth management ecosystem though with more investment-management rather than holistic planning emphasis.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/blueoceanwealthmanagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blue Ocean Wealth Management