WelcomeOcean Wealth Solutions has recently just joined with Thomas Advisory and as of the 1st of March are launching our new name........
Which is SOUTHERN ADVISORY for more information please go to www.southernadvisory.com.au. Lifestages: Buying a Home Changing Jobs Dealing with Redundancy Death in the Family Getting Married Getting Separated Having a Baby Preparing for Retirement Starting a Business Starting Your First Job |
Do you have lost super accounts? You may be able to claim a share in the $17 billion of lost super in Australia.Self employed? Are you protected against the unexpected? Ensure your financial future is secure by requesting an appointment today.Planning retirement but don't know where to start? We can help make your journey to retirement a joyful one. If you are 55 years or older speak to us today about a transition to retirement and the strategies we can put in place to reduce your tax and boost your superannuations savings. |
Proud Supporters of the Lara Jean Association
Lara Jean Association was established to support families with children that suffer from rare genetic disorders. Our aim is to raise public awareness of such rare syndromes and it’s impact on families.
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Call Southern Advisory today for a secure financial future.
Request an appointment today
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Ocean Wealth Solutions ABN 85 944 757 989 , Authorised Representative No. 413763 Charter Financial Planning Limited. ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: AXA Australia Centre Level 9, 750 Collins Street, Docklands VIC 3008 Ocean Wealth Solution's Financial Services Guide (FSG) |
"Information provided on this website is general in nature and does not constitute financial advice. Ocean Wealth Solutions will endeavour to update the website as needed. However, information can change without notice and Ocean Wealth Solutions does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Ocean Wealth Solutions does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Charter Financial Planning, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Charter Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice."
