Blue Ocean Wealth Management - Kew, Victoria

Tracey L.

Both my husband and I have had individual reasons to submit applications for trauma insurance claims recently. Christian reviewed our insurances a few years ago and we are very appreciative of his advice, then and now! We have both now received a payout, which was administered very professionally and quickly via Christian and his staff. His review and advice to revise and implement new policies has provided great financial comfort during what were both very stressful times in our lives, and the payouts financially assisted us enormously while we managed our respective medical treatments and ongoing management. Thank you Christian, always wonderful to listen to and be guided by you! We highly recommend asking for advice on this topic by Christian. Tracey and David.

Jamin D.

I have been working with Christian as my financial advisor for only a short period of time now, and I couldn’t be more impressed with his expertise and dedication. From the moment we first met, it was clear that Christian possesses an in-depth knowledge of financial planning and investment strategies. What truly sets him apart is his ability to explain complex concepts in a way that is easy to understand, no matter your level of financial knowledge.

Christian took the time to understand my unique goals and circumstances, crafting a tailored financial strategy that addresses both my short-term needs and long-term aspirations.

If you’re looking to have someone look over your finances and come up with a strategy look no further. I’ll be recommending Christain to family & friends.

Michele D.

I highly recommend Christian and Blue Ocean Wealth Management for anyone looking for help with their finances. When I started working with Christian, I was struggling to get my finances in order. Thanks to his expert guidance and easy-going nature, I'm now in a much better place financially short term, and long term. Christian is approachable and easy to talk to, which makes discussing money matters far less intimidating. I've already recommended him to several of my friends, and I'd highly recommend him to anyone looking for a reliable and knowledgeable financial advisor. Thank you, Christian!

carolann C.

I have been working with Blue Ocean Wealth - and Christian in particular - for a few years and for the entire time the service has been beyond exceptional. Christian is so approachable, makes financial advice understandable, is always so responsive and, whilst extremely knowledgeable, also very down to earth and relatable. It is so reassuring to know that something that can be incredibly stressful is handled so well and I feel in very safe hands. I would not hesitate to recommend their service to any of my friends (and have in fact done so).

Kris K.

Christian has been a fantastic help for my wife and I. I would recommend Christian to anyone (and have). Christian has assisted us with focusing our finances in the right areas, setting a normal household budget and continuing on our targets for the future, including upgrading our house, while still keeping our existing one, improving our superfunds and sorting out some income insurances for us.
Christian has made the whole experience pain free and easy to understand, the customer service from Christian has been 2nd to none, including text messages and emails at out of office hours. Blue Ocean also have a great network of relevant and equally customer focused operators including mortgage brokers, family lawyers etc.
We're still in the early days, but I expect we'll be working with Blue Ocean for a long time.

Claire R.

Ben came highly recommended by a trusted friend who is very informed in this space. I’ve never worked with a financial advisor before, and he patiently took me and my partner through the (very thorough!) process step by step, and was happy to do video calls in the evening which was very helpful for us. Ben is clearly passionate and incredibly knowledgeable about all things financial, and we found it easy to understand and trust the advice he provided. I honestly don’t think about it now, I just feel like the future is taken care of and I don’t have to worry. I’m also grateful we took these steps when we did (I’m 40), and didn’t wait any longer!

Sami N.

Ben came highly recommended by a good friend of mine. Ben is a great guy, Genuine & a very down to earth. Hes really knowledgable and professional. He has really helping me make my dreams come true & plan out my future. iv been working with him for nearly 6 months and my financial situation has already increased. Highly recommend this company.

Ingelin F.

I started my journey with Blue Ocean Wealth Management in August 2022 as recommended by my daughter who had a very positive experience. I embarked on this process feeling highly sceptical, I was very wrong.
Christian Skok worked with me - slowly and respectfully and continually lined up with my values around ethical investment.
I think that some of the outstanding features of Christian's process were:
1. Always polished and professional.
2. Each step was clearly introduced with how, why and when, any costs were outlined.
3. The level of transparency is amazing. I can see every cent I have invested, every day, how it's performed and I receive an article on any interesting movement up or down.
4. Christian has also connected me to additional services such as an amazing accountant who has revolutionised my bookkeeping.
I am delighted to have the opportunity to write just briefly about the appreciation I feel for Blue Ocean Wealth Management and Christian.