At Ocean’s Financial Services, we know that protecting your financial wellbeing often involves more than just insurance.
That’s why we work with a trusted network of professionals who can assist you with a range of specialised services, all tailored to help you make confident financial decisions.
Areas We Can Connect You With
Tailored Personal Financial Advice
Need help with superannuation, retirement planning, investments, or debt reduction? We can introduce you to licensed financial planners who offer personalised advice based on your individual goals.
Self-Managed Super Funds (SMSF)
If you’re considering setting up or reviewing a Self-Managed Super Fund, we can refer you to SMSF specialists who can help you understand your options and navigate the process.
Wills & Estate Planning
A legally prepared Will and structured estate plan can help ensure your assets are distributed according to your wishes. We can connect you with professionals that we trust, who can assist with:
• Drafting or updating your Will • Creating Powers of Attorney • Planning for incapacity or future asset protection
Chartered Accountants
Whether you’re managing personal tax, business reporting or compliance, our referral partners include experienced Chartered Accountants who can provide strategic tax advice and support across a range of financial matters.
Let’s Talk! Book a Chat.
Ready to take control of your insurance journey? Whether you have questions, want to get started, or need a referral, we’re here to help.
Mon–Fri: 9:00am – 5:00pm Saturday - By appointment only
Ocean’s Financial Services provides general insurance advice only and we don’t consider your personal financial objectives or needs. If you require personal financial advice, we can refer you to our trusted network of licensed advisers.
Your Guide to Life, TPD, Income Protection & Trauma Insurance
Understanding insurance doesn’t need to be complicated. Our free eBook breaks down the essentials of Life Insurance, Total & Permanent Disability (TPD), Income Protection, and Trauma Cover, all in clear, simple terms.
You’ll learn:
• What each type of cover means • How they work • When they may be relevant to you • Common terms and what to watch out for
Download Your Free Copy
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