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
Don’t forget about Estate Planning
“You only live twice. Once when you are born. And once when you look death in the face.” So said Ian Fleming, author of James Bond novels. It’s also a good way to think about estate planning. Many of us, naturally, put off thinking about our own mortal …
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Interest rates – accentuating the negative
So it’s just a normal day. You walk into the bank, deposit some money. And the teller asks you to pay them interest. Keeping your cool, you ask why. And the teller apologetically explains: “Oh we’ve got negative interest rates.” Right now, we’re living …
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2021 Federal Budget insights and analysis
On Tuesday 11 May 2021, the Australian Government handed down its Federal Budget. To understand what the Budget proposals mean – and how they might affect you personally, please find attached some resources prepared by MLC: Key initiatives summary whic …
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