Partnership
WORKING TOGETHER TO ACHIEVE
YOUR FINANCIAL GOALS
How We Work
Blue Ocean Invest provides financial advice and help with wealth management
Client pay Professional Fees
Client maintains an account of their choice with bank/broker. Funds are deposited with respective bank/broker.
Banks provides the platform, products and services
Blue Ocean Invest provides financial advice and help with wealth management
Client pay Professional Fees
Client maintains an account of their choice with bank/broker. Funds are deposited with the respective bank/broker.
Banks provides the platform, products and services.