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.
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From our Blog
Hedging for Different Market Scenarios
Hedging for Different Market Scenarios A look at specific strategies, and their trade-offs, for diversifying equity risk. More investors are considering broadening their approach to diversifying equity risk to include strategies such as long duration b …
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Prepare for Economic Changes with a Broader Allocation
Prepare for Economic Changes with a Broader Allocation Learn how a diversified portfolio can be prepared for a number of economic scenarios. A portfolio mix that combines both traditional and non-traditional asset classes – such as TIPS and commodities …
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The Benefits of Staying Invested
The Benefits of Staying Invested Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course. What this chart shows As this hypothetical example shows, investors may make …
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