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
Do you need a financial adviser?
Do we really need to pay a financial adviser to tell us to spend less, save more and invest more? Yes, for the same reason we (or Medicare) pay a doctor to tell us to eat healthier, exercise more and get adequate sleep. But there is another rea …
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Are you, your own financial adviser?
We believe in providing wealth building strategies that would make our clients wealthier than they would be, on their own. This is the ‘value-add’ we provide. If you would like to enjoy these ‘value-add’ services, please email us on info@blueroc …
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Want a Porsche at a reasonable price?
We offer a best-in-class private advisory service. But you won’t see the plush carpeting to go with it, as we keep our overheads low (we do have a barista though!). Lower overheads translate into lower costs for you. If you would l …
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