ample discretionary time
career or business?
building your wealth?
understand you and
your needs
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.
Join us today
From our Blog
What to consider when choosing a Life Insurance beneficiary?
When taking out a life insurance policy, it’s important to consider who should be your life insurance beneficiary and the role they play. What is a life insurance beneficiary? A life insurance beneficiary is the person who will receive your life insura …
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‘Your Future, Your Super’ – what does it mean?
The Your Future, Your Super reforms (YFYS Reforms) were passed in June 2021. The YFYS Reforms aim to make the super system better for members in four key ways: Stapling – preventing the creation of multiple unintended super accounts; YourSuper – empowe …
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How high-earning women can build their wealth.
More and more women are succeeding in high-paying careers. Here’s how to ensure today’s generous salary secures tomorrow’s future. While the gender wage gap remains largely stagnant – with the Workplace Gender Equality Agency reporting that women today …
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