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Investing

Ocean Wealth Solutions

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345 Kingsway

Caringbah, NSW, 2229

Ocean Wealth Solutions

Financial Planning business helping individuals and businesses, plan, implement a secure financial plan for the future. Our advice covers all your life stages such as, Buying a home, planning for a family, Investments, risk planning, insurances, superannuation, retirement planning and estate planning. Open communication, valued advice and great customer service is our commitment to our clients.

Contact details

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(02) 9524 6711
(02) 8080 4317

Services

  • Portfolio Management
  • Asset Management
  • Consulting
  • Annuities
  • Rollovers
  • Retirement Planning

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