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
Working from home tax deductions: COVID-19
It’s hard to see the good in COVID-19. One of the few upsides is that you may be able to claim some tax back for the expenses incurred from running your make-shift home office. With lockdowns forcing many more people to work from home, the ATO has intr …
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How to build wealth in your 30s
Key takeaways Investing with a long-term plan means you’re less likely to be affected by short-term market fluctuations Keeping track of your expenses versus income can help identify possible savings to pay off debt Adding more to your super on a regul …
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6 financial moves to make in your 50s and 60s
Key takeaways: Once you understand the type of lifestyle you want in retirement, you can start implementing a plan Adding more to your super on a regular basis can help to increase your retirement savings An estate plan is important to ensure your weal …
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