ample discretionary time
career or business?
while accessing ours
building your wealth?
understand you and
your needs
so you won't have to
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
How to help your parents and still save for retirement
How to help your parents and still save for retirement The financial impact of COVID may have cut into your parents’ retirement savings, or perhaps they just simply didn’t save enough to last the distance. Whatever the reason, if you’ve now found yours …
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Pros and cons of self-managed super funds
Having control over how your retirement savings are invested is one of the many benefits of self-managed super funds (SMSF). On the flip side, the responsibilities and management skills required to run an SMSF are significant. This is because you’re ac …
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Bad Blood by John Carreyrou
Just read this superb book- one of those you can’t put down. Will be of interest to those into private equity funding for bio-medics. This true story is about developing a device, to have a blood test without using a syringe. What is asto …
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