Bookings

Begin with what matters to you.

Begin by finding out what matters most and how Blue Ocean Wealth may add value to your situation.

Conversation path Choose · Confirm · Meet

Your introductory session is at our cost.

Choose an adviser below, or contact the office if you would like help deciding who to speak with.

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Choose an adviserReview the two adviser profiles below.

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Open their calendarUse the verified external booking link.

03

Confirm the conversationCheck current availability and scope directly.

Benjamin Herzog, Financial Adviser
A-01 01 · Financial Adviser

Benjamin Herzog

Having served as a Commissioned Officer in the Swiss Armed Forces, Benjamin has a disciplined approach to financial planning. He takes the time to get to know his clients and their unique needs, drawing on his experience in strategy to develop innovative and bespoke solutions.

Book with Benjamin
Christian Skok, Financial Adviser
A-02 02 · Financial Adviser

Christian Skok

Christian is a dedicated financial adviser who places high value on the success of his clients and is committed to fostering long-term relationships.

Book with Christian

Choose the conversation that fits.

The amounts below are reproduced from the current public Bookings page. No duration is stated on the source page.

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Conversation 02

Discovery

$220

A structured conversation to understand your financial situation and how the team may help.

03
Conversation 03

Review

$330

For people not on an ongoing service arrangement who want to reassess their plan and progress.

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Conversation 04

Workshop

$440

Learn core financial concepts intended to support better-informed financial decisions.

For current availability, scope, and payment details, contact Blue Ocean Wealth directly.

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