BUILDING WEALTH for busy professionals and business owners
Why BlueRocke?
BlueRocke Investment Advisors is a specialist financial advisory practice serving a select cohort of professionals and business owners, located across Australia.
At BlueRocke we understand that professionals and businesses owners like you, are pressed for time. Frequently, the important decisions relating to building your wealth are delayed or disorderly. This is where we come in.
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What we do
- Income, expense and debt management reviews
- Personal insurance to protect you and your family
- Investments, managed and direct equities portfolios
- SMSFs and gearing solutions
- Estate planning to assist your wealth transfer to your intended heirs
- Cash flow, profitability and debt management analyses
- Business insurance, key man risk and personal guarantor protection
- Buy/sell agreements and business succession planning
- Estate planning which integrates business and family wealth
Become a Client
From busy professionals to business owners our services caters to your personal needs, aspirations and circumstances.
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From our Blog
How to manage finances in a relationship
Couples can reach their shared goals by keeping their finances healthy. Here are some tips on managing finances with your partner. If you would like to enquire about whether BlueRocke can be of help to you, please click here.
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Money Mistakes
Nobody likes making mistakes, especially when there’s money on the line. Avoid expensive mistakes. Make the right decision for your financial future today. Contact Dev Sarker on 1300 717 136!
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Break free from being asset rich and cash poor
Here are four ways to try boost your income. Are you asset rich but cash poor? You’re not alone. Data from the Australian Bureau of Statistics shows that almost one-third of older Australians in low-income households were asset rich but cash poor.[1] M …
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